Money Plan for iPhone

Money Plan lets you plan your long-term financial health by tracking cash, property, loans, and investments.

Group your financial details by Categorizing them as Assets, Investments, and Credits.

Visualize financial health with charts showing Investment allocation, Currency exposure, and Debt breakdown. See risks and opportunities to your financial health.

Keep on top of your investments with automated updates of share prices.

Learn about investing with a beginners guide to Model Portfolios with explanations of stocks, bonds, GICs, ETFs, Index Trackers, TFSAs, RRSPs, 401ks, ISAs, and IRAs.

Money Plan supports financial details in 20 different currencies – which are consolidated and reported in your default currency. Currency values are updated automatically.

Money Plan is secure and private. All your data is stored locally and never transmitted – see our Privacy section for more information.