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By LearnVest

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Make progress on your money:
•Get step-by-step guidance from an expert
•Track your spending and saving
•Set goals and work towards them
•Securely link your accounts
•Add cash transactions on the go

Download the free iPhone and iPad apps from LearnVest and start making progress on your money today. After beautifying your budget, you can schedule a free call with a LearnVest Expert to get dedicated help achieving your goals.

Download the app today. We can take it from there.

Our mission is to help people feel amazing about their money. When you sign up for the Action Program, you get an easy-to-follow program led by a dedicated expert. They’ll build you an actual plan that covers everything from budgeting to investing, and even insurance docs– so you don’t have to guess. And when life changes, they’re just an email away.

LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment, legal or tax planning advice. Please consult a financial adviser, attorney or tax specialist for advice specific to your financial situation. LearnVest Planning Services and any third-parties listed, discussed, identified or otherwise appearing herein are separate and unaffiliated and are not responsible for each other’s products, services or policies.

What's New in Version 1.8.3

Some bug fixes!

Have you been sticking to your 2014 budget?

Protip: Try to check your transactions every day to help keep yourself accountable. Try to make it a habit by checking it the same time you check your social apps in the morning (or evening).


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Customer Reviews

LearnVest iPad App, finally my money and is everywhere

The iPad app is great for staying up to date with my finances almost anywhere I go, whether I'm on the couch or on the plane, I can check how I'm tracking against my goals, quickly folder my transactions so I know i'm staying on budget. The interface is great, I can drag and drop the way I'm used to from the web, swipe open the accounts section to make sure a deposit has cleared. I also love being able read all the different sections of my financial plan from the iPad so I can stay on track with everything my planner and I worked out.

I want to like it but....

First it asks you for access to your bank acct- nerve racking but ok.

Then as you painstakingly go through and try to place your individual transactions into separate folders they won't actually tell you where the transaction is from- even though they have access to the account and the account accurately displays where the money was spent- which makes this tool obselete. If I cannot categorize accurately then I cannot track my spending and budget accordingly.
Please change this detail- or at lease let us click on said transaction and see it's from whole foods and be able to categorize accordingly.

All in 1 place!!!

All my accts in 1 spot. I am still learning the app and website, but I finally look and see where all my money is in 1 spot. No more logging into 15 different apps and websites. I get a full view of everything. There is budgeting, savings, tracking of all your spending, categorizing your transactions, goals with progress meters... I have gone through several apps that promised it. Learnvest finally delivered.

View In iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Finance
  • Updated: Feb 05, 2014
  • Version: 1.8.3
  • Size: 83.8 MB
  • Language: English
  • Seller: LearnVest, Inc

Compatibility: Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch. This app is optimized for iPhone 5.

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