Money Planning helps you to manage your financial life easily. You can record and see your money transaction history. Money Planning helps you to plan the schedule for your money transaction. Portfolio Management is not like others !!
Big updated in version 2.0, full features with no Banner/Ads.
Key Features
- Easy register transaction with Calculator.
- Plan your money movement with Schedule.
- See your cash flow and forecast with a smart Account Balance Report.
- Portfolio management for your investment.
Accounts/Portfolios
- Smart grouping account to easy organized
- Smart transaction view separated by Account/Income/Expense/Payee
Transaction
- Ternary view with Account, Income/Expense, Payee(optional)
- Most flexible with amount input for 2 currencies transfer.
Schedule
- Smart with auto post and auto clear function.
- Notification and Badge count to remind you of an overdue schedule.
- Automatic recommend schedule for repeated transactions.
Reports
- Flexible to customize and save your own reports
- Easy to plan your cash flow with smart Account Balance report.
- Portfolio value management.
- Portfolio profit/loss monitoring.
- Portfolio NAV monitoring with automatic cost calculation by Average NAV, FIFO(first-in-first-out), or LIFO(last-in-first-out).
Portfolio Management
- Keep your stock/cryptocurrency in units based.
- Can update stock price, then see current port value.
- Automatic add stock price when registering a new transaction with a cleared flag.
- Portfolio Value reports can help you to see growth of your portfolio by value/percentage.
- Portfolio NAV Movement report can help you to compare your average port value with stock value history.
- To monitor your profit by different cost calculation by Avg.Cost, FIFO(first-in-first-out), LIFO(last-in-first-out).
Sync and Backup on Cloud
- Automatically sync all data across multiple devices
- Automatically backup/restore data safely via Dropbox
- Totally secure.
More…
- PIN protection
- TouchID/FaceID supported.
- Multiple currencies supported.
- Request features, you can recommend us to improve your money planning at our Facebook page.
Contact us:
www.facebook.com/MoneyPlanningApp
[email protected]