Features
Everything you need to
Budget. Invest. Grow.
Plannr brings your entire financial life together in one intelligent platform, grouping powerful functionality under three core pillars: Money, Wealth, and Planning.
Money
Master your day-to-day finances with intelligent tracking and budgeting.
Accounts
Connect over 140+ institutions. See your bank accounts, credit cards, loans, and crypto in one place.
- Real-time Bank Feeds
- Manual Asset Tracking
- Unified Net Worth View
Budget
Set flexible budgets that adapt to your life. Let AI analyze your spending and handle the categorization for you.
- Auto-Categorization
- Rollover Targets
- Smart Alerts
Insights
Understand your spending habits with deep analytics. Track needs vs wants, subscriptions, and project your cashflow.
- Spending Patterns
- Needs vs Wants
- Cashflow Projection
- Subscription Manager
Wealth
Track and grow your net worth with sophisticated investment tools.
Portfolios
Track Stocks, ETFs, and Managed Funds. Benchmark performance and monitor dividend income.
- Stock & ETF Tracking
- Dividends
- Benchmarking
Property
Keep on top of your property portfolio. Track automated valuations, mortgage health, and equity.
- Automated Valuations
- Mortgage Tracking
- Equity Analysis
Assets & Super
From Superannuation to Crypto, Vehicles to Collectibles. See your complete net worth in one place.
- Super Performance
- Crypto Holdings
- Vehicle & Asset Tracking
Planning
Design your financial future with powerful scenario modeling.
Goals
Set and track financial milestones. Saving for a house, a holiday, or clearing debt, visualize your progress.
- Savings Targets
- Progress Tracking
- Smart Contributions
Life Plan
Map out your financial future. Model retirement, career changes, and major life events like starting a family or buying a home.
- Scenario Modeling
- Retirement Planning
- Cashflow Forecast
Tax
Optimize and track your tax position. Estimate improved outcomes and manage deductions year-round.
- Tax Estimation
- Deduction Tracking
- Year-end Reports
Ready to take control?
Join the other Australians getting smarter about their money with Plannr.