Planwise helps you see your finances more clearly
A free financial decision tool
Are you planning to take a vacation, get a car, buy a home or change jobs? Maybe you just want to get out of debt or take control of your spending.
With Planwise you can do all of these things.
No limit to the number of future plans you can add. See how any combination or variation of your plans looks
Customize Planwise your way. Supports labels, a whole stack of frequencies, even set payment dates so you don’t miss a thing
We invest heavily to protect your sensitive financial information and make sure it is protected to the highest level. Read more here
Planwise is internet based so you can access your data and your plans from anywhere, all you need is an internet connection.
Save your Data
Save your data and all your plans with just your email address. Its that easy, and it will all be waiting for you every time you return.
People should be free to make good financial decisions. Planwise is free for personal use. Businesses click here.
Cash in the bank, total debt, net income and more! Planwise has lots of different graphs so you can really understand your finances and plans.
Email and chat support and a detailed knowledge base to walk you through how to do things. Click here to visit support.
Turn Plans On/Off
Trying to decide between plans? Add each plan into Planwise then toggle then each on and off so you can see the impact of each
50 Year Projections
Whether its a decision this month or planning for your retirement, Planwise has you covered from 2 months to 50 years.
No Bank Logins
You can have the full Planwise experience without giving up your bank login information.
Secure and Fully Supported
Planwise is secured by SSL, the same technology your bank uses. Additionally we have no visibility to any data that you enter and do not allow any 3rd party to access this data either. Our founding team has had over a decade of experience building financial services technology for some of the worlds biggest banks, before we built Planwise.