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By LearnVest

This app is only available on the App Store for iOS devices.


Start making progress on your money today with the free LearnVest app for iPhone and iPad. Track your budget, set your goals, and get articles full of advice. You can also work with a LearnVest Planner to get dedicated help achieving your goals.

LearnVest is a program for your money. Our mission is to make financial planning affordable, accessible, and even delightful. Our free app enables you to:

• Securely link your accounts
• Get a holistic view of your money life and net worth
• Track your spending and saving
• Build a custom budget
• Set goals and work towards them 
• Add cash transactions on the go
• Access articles full of advice!

If you upgrade to a premium Program, you’ll get a custom financial plan and step-by-step guidance from a LearnVest Planner. Our subscription Programs are part person—a dedicated LearnVest Planner paired with each client—and part innovative technology, which allows us to develop deeper insights and help our clients faster. We integrate financial analysis and recommendations with behavioral change strategies to help people reach their goals.

Money affects us all profoundly. From everyday decisions like buying a cup of coffee to major life milestones like a wedding, college education, and retirement, money is a factor in almost everything we do. It can either be a tremendous source of stress—or a tool that can enable us to live the life we want.

We are dedicated to helping people live the life they want—not the one they think they can afford.

Download now!


LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. The 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 1.10.0

Bug fixes and performance improvements.


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Customer Reviews

Needs investment and a real update

This app has been around basically unchanged for 4 years (notice they're still on version 1.10 which is unheard of in active software development.) It lacks some key features that are required to make it useful -- for starters, the learnvest financial plan is based on keeping a weekly spend amount, but you cannot track this in the app. There is also no way to access the other budgeting, tracking, and "challenge" features available online with a paid advisor account, and attempting to skip the app and view online on your phone just directs you to the app.

This is a real missed opportunity and greatly decreases the value of their live advisor offering.

Doesn’t align with web and constantly updates accounts

The app does not provide the flex spend breakdown like the website version. This is a key feature for keeping up with learnvest advisor guided budgeting and financial planning. This is also the key metric for day to day expenses, which would be the primary reason for mobile app access.

Second issue is that the app reloads all accounts each time you open the app. Even if within just a minute or two. I assume this constant and repeated account access will raise fraudulent access red flags at each financial institution. Please set so that the accounts are updated only on the first instance over a long period (like an hour or two) and when the user intentionally updates.

Horrible app

Not sure why the rating doesn't show up when you search for the app as that's a key sign, all users are dissatisfied. They advertise you can connect to your accounts and you input your personal information and there's an error. Regardless of what account/bank you attempt. Tried on different days and same result so appears to be a scam. Now I'm fearful my personal information will be used inappropriately as they clearly can't use it to do what they say and that's assist with your expense allocation.
Many better apps as this one is misleading and scary.

View in iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Finance
  • Updated:
  • Version: 1.10.0
  • Size: 68.5 MB
  • Language: English
  • Seller:

Compatibility: Requires iOS 9.3 or later. Compatible with iPhone, iPad, and iPod touch.

Customer Ratings

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