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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.
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 1.9.7
Thanks for using LearnVest! We're excited to deliver another update to keep you and your money on track:
• Cash transaction issues have been resolved!
• We've also squeezed in other bug fixes and performance improvements as usual.
If you have any feedback or issues, please don't hesitate to send us an email at firstname.lastname@example.org. We also very much appreciate App Store reviews, so if you think LearnVest has helped you please take a moment and leave us a review!
Great layout, shuts down too much
So I just installed this and initially linked all my accounts seamlessly. So far so good and it's been. Very helpful in shown me where I overspend and certain areas I need to focus on. My two issues are that I cannot navigate away from it (to any other app or phone home screen) without it completely freeing up. I have to then shut down the app completely and restart it. Very frustrating and detracts from
what I think is a good tool.
Second, after about a week of using I noticed that there is a serious time lapse/delay in updating accounts. LearnVest actually admits on the lie FAQ page that account updates can take 2-3 days. In my opinion that is way too long and especially when competitors (Mint) update same day.
I'd really like to see a forecasting tool that predicts cash flow based on your recurring payments. Only app I've ever found for that was pocket money which is so old but still useful.
After a week of frustrated use, I have decided I have a love hate relationship with the app. I love the layout and it has great potential but I've decided to use Mint until they fix these major issues.
Sorry LearnVest. I'll come back if you get it together!
Want to love it
The app is only OK for categorizing recent transactions. Changes made on the desktop site do not seem to sync to the app (I spent some time renaming transactions on the website, and recategorizing them, but they still show with the old names and categories on the app). Accounts constantly need to be "fixed" because they stop syncing. Not all accounts are available here, even though I can connect to them with Quicken or Mint. Lots of bugs, but GREAT program and desktop site, so I'm ready to let go of Mint whenever they work out these bugs. (With Mint, I can only track where my money has gone; LearnVest allows me to be much more planful... when it works)
I am a long time user of Mint. I tried this app because it was recommended by the book Financially Fearless. I'm not quite sold on deleting Mint though, because there are some shortcomings. You can "teach" Mint how to categorize certain transactions, unlike LV. Also, side by side, mint shows the pending transactions in my accounts, but LV doesn't show anything until it's officially posted the the account. If these were fixed, I might be able to delete Mint.