Most apps just track your spending. Planned gives you a real financial plan, built on CFP methodology and personalized to your accounts, income, and goals.
14-day free trial · No credit card required
“Reduced my anxieties around my finances”
Having an AI coach that understands my specific situation made me feel so much more confident about what I'm doing!
@Ransjdnejznbe
“Simple enough for someone who hates budgeting”
Set up my first savings goals ever and already hit one.
@123therealkb0125
“I wish I found this app earlier”
I love having an AI coach I can ask questions 24/7. It makes me feel so much better about how I'm doing financially.
@MelissaM98
Every recommendation follows the same methodology a Certified Financial Planner uses with private clients, now available in an app.
Planned connects every account and builds a complete view of your finances before making a single recommendation.
Unlike budgeting apps that just categorize transactions, Planned creates a forward-looking financial plan and updates it as your life changes.
The complete financial toolkit, designed by a CFP and powered by AI.
Chat with your personal AI coach 24/7. Ask anything and get personalized guidance based on your actual numbers.
Set flexible budgets per category, see exactly where you stand, and get alerts before you overspend.
Get a single score that summarizes your overall financial wellness, updated in real time as you spend and save.
See all your assets and liabilities in one place. Watch your net worth grow as you hit your goals.
Set financial goals and break them into actionable steps. Track your progress toward what matters most.
Accounts sync automatically via Plaid. Every transaction is categorized instantly so nothing slips through.
CFP methodology. AI personalization. Your full financial picture.
Start Your Free Trial14-day free trial · No credit card required · Cancel anytime