Finance Planner

Master your money.

A complete personal finance manager built right into your productivity suite. Track multiple accounts, categorize income and expenses, set monthly budgets, manage recurring subscriptions with cancellation tracking, and monitor savings goals. View trends, net worth, and spending breakdowns.

Finance Overview
Income
$4,250
Expenses
$2,180
Housing$1,200 · 75%
Food & Groceries$480 · 60%
Transport$250 · 40%
Entertainment$150 · 25%
Savings Goals
Emergency Fund$3,200 / $5,000
6 Key Capabilities

Everything You Need. Nothing You Don't.

Every capability of Finance Planner — designed to supercharge your workflow.

Multi-account management

Create checking, savings, credit card, and other accounts. Track balances independently for each.

Checking
$3,240
Savings
$12,800
Credit Card
-$450

Income & expense tracking

Categorize every transaction as income or expense. See breakdowns by category and time period.

Monthly budgets per category

Set spending limits per category each month. Visual progress bars show actual vs. budget.

Food65%
Transport40%

Recurring transactions & subscriptions

Log recurring payments with provider info, amounts, and frequencies. Track total subscription costs.

Netflix
Monthly$15.99
Spotify
Monthly$9.99

Savings goals with progress

Create savings targets with amounts and deadlines. Track progress and see projected completion dates.

Emergency Fund64%
$3,200 / $5,000

Net worth and trend reports

View income and expense trends, net worth changes, and spending breakdowns over time.

Frequently Asked Questions

Everything About Finance Planner

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What's Included

  • 1 project
  • Up to 10 tasks
  • Community support
  • No calendar
  • No notes
  • No time tracking
  • No habit tracker
  • No goal tracker
  • No finance planner
  • No spreadsheets

Basic

For personal productivity

$16/mo
$20/moSave 20%
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3-day free trial — cancel anytime

What's Included

  • 5 projects
  • Unlimited tasks
  • Calendar with all views
  • Basic notes
  • Labels & priorities
  • Email support
  • No time tracking
  • No habit tracker
  • No goal tracker
  • No finance planner
  • No spreadsheets
  • No rich-text notes
Recommended

Pro

For power users

$32/mo
$40/moSave 20%
Start Free Trial

3-day free trial — cancel anytime

What's Included

  • Unlimited projects
  • Unlimited tasks
  • Calendar with recurrence
  • Rich-text notes with editor
  • Time tracking & reports
  • Habit tracker with streaks
  • Goal tracker with milestones
  • Finance planner & budgets
  • Spreadsheets with Excel export
  • Priority support

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