Take Control of Your Financial Future, Starting Today
Your Money, Your Future, Your Control
FiPlan is the all-in-one financial planning tool that helps you track, analyze, and optimize your money. Whether you're just starting your financial journey or looking to take your wealth management to the next level, we've got you covered.
- ✓Complete financial overview in one dashboard
- ✓Track income, expenses, investments, and assets seamlessly
- ✓AI-powered insights that guide your decisions
- ✓Plan for any financial goal with confidence
- ✓Free to start, no credit card required
Tired of Juggling Multiple Spreadsheets and Apps?
Let's be honest—managing your finances shouldn't feel like a second job. Yet here you are, trying to piece together your financial picture from bank statements, investment accounts, and that Excel sheet you haven't updated in months.
Sound familiar? You're not alone. Most people struggle with:
- •Scattered financial data across multiple accounts and tools
- •No clear picture of where their money actually goes
- •Uncertainty about whether they're saving enough or investing wisely
- •Lack of planning for major life events and financial goals
- •Overwhelming complexity that makes financial planning feel impossible
The truth is, you don't need a finance degree or expensive advisor to take control of your money. You just need the right tools.
Everything You Need to Master Your Finances, in One Place
FiPlan brings together all the tools you need to understand, manage, and grow your wealth. Think of it as your personal financial command center—where clarity meets action.
What makes FiPlan different?
We've built a financial planning tool that actually works the way you think about money. No complicated jargon. No overwhelming dashboards. Just clear insights and actionable steps that help you make better financial decisions.
Whether you're planning for retirement, saving for a house, or just trying to figure out where your paycheck disappears each month, FiPlan gives you the visibility and control you've been looking for.
Powerful Features That Make Financial Planning Simple
Comprehensive Financial Dashboard
See Your Complete Financial Picture at a Glance
Your financial health isn't just about how much money you have. It's about understanding the relationships between your income, expenses, savings, investments, assets, and debts. Our dashboard brings all these pieces together in one intuitive view.
What you get:
- •Real-time overview of your financial position
- •Visual breakdowns of income sources and expense categories
- •Net worth tracking that updates automatically
- •Key financial metrics calculated for you
- •Trends and patterns that reveal opportunities
Why it matters: You can't improve what you can't see. Our dashboard eliminates the guesswork and gives you the complete picture you need to make informed decisions.
All-In-One Financial Tracking
Track Everything That Matters to Your Financial Life
Stop switching between apps and spreadsheets. FiPlan lets you track all aspects of your finances in one unified system.
What you get:
- •Income: Salary, freelance work, rental income, dividends, and more
- •Expenses: Daily spending, bills, subscriptions, and recurring costs
- •Savings: Emergency funds, goal-based savings, and cash reserves
- •Investments: Stocks, mutual funds, bonds, and other investment vehicles
- •Assets: Real estate, vehicles, valuable possessions, and other assets
- •Debts: Credit cards, loans, mortgages, and other liabilities
Why it matters: When everything is in one place, you can see how different parts of your financial life interact. That big expense you're considering? You'll immediately see how it affects your savings goals and investment plans.
AI-Powered Financial Insights
Get Personalized Advice That Actually Helps
Our AI doesn't just crunch numbers—it understands your financial situation and provides actionable insights tailored to your goals.
What you get:
- •Personalized recommendations based on your spending patterns
- •Early warnings about potential financial risks
- •Opportunities to optimize your savings and investments
- •Debt payoff strategies that save you time and money
- •Benchmarks that show how you compare to financial best practices
Why it matters: Generic financial advice doesn't work because everyone's situation is unique. Our AI analyzes your specific data to give you recommendations that actually make sense for your life.
Custom Financial Plans
Plan for Any Goal, Big or Small
Whether you're saving for a vacation next year or planning for retirement in 30 years, FiPlan helps you create detailed financial plans that keep you on track.
What you get:
- •Major purchases (house, car, education)
- •Life events (wedding, children, career change)
- •Long-term goals (retirement, financial independence)
- •Short-term objectives (emergency fund, debt payoff)
What makes our planning powerful:
- •Set start and end dates for realistic timelines
- •Add multiple income and expense entries
- •See projections and cash flow forecasts
- •Adjust plans as your situation changes
- •Track progress toward your goals
Why it matters: A goal without a plan is just a wish. Our planning tools turn your financial aspirations into actionable roadmaps with clear milestones and timelines.
Cashbook Management
Organize Your Transactions the Way You Want
Sometimes you need detailed transaction tracking beyond your main financial categories. Our cashbook feature gives you the flexibility to organize and categorize transactions exactly how you need.
What you get:
- •Create multiple cashbooks for different purposes
- •Tag transactions for easy filtering and reporting
- •Detailed entry management with full edit history
- •AI-powered transaction analysis within cashbooks
- •Export and reporting options
Why it matters: Life isn't always neat and organized. The cashbook feature gives you the flexibility to track finances in ways that match how you actually think about your money.
Financial Health Metrics
Know Exactly Where You Stand
Numbers tell a story, and our financial metrics help you understand yours. We calculate key indicators that financial advisors use, so you can see your financial health at a glance.
What you get:
- •Savings rate (are you saving enough?)
- •Debt-to-income ratio (is your debt manageable?)
- •Net worth growth (is your wealth increasing?)
- •Emergency fund coverage (can you handle unexpected expenses?)
- •Investment performance (how are your investments doing?)
Why it matters: These metrics help you understand not just where you are, but where you should be. They provide benchmarks that guide your financial decisions and help you prioritize what matters most.
Get Started in Three Simple Steps
Set Up Your Financial Profile
Tell us about your current financial situation. Add your income sources, track your expenses, and list your assets and debts. Don't worry about getting everything perfect—you can always update it later.
Time required: 10-15 minutes
Explore Your Financial Dashboard
Once your data is in, our dashboard comes to life. You'll see your complete financial picture, key metrics, and AI-powered insights that highlight opportunities and risks.
What you'll discover: What you'll discover: Patterns in your spending, gaps in your savings, and areas where small changes can make a big impact.
Create Your First Financial Plan
Start planning for a specific goal. Whether it's building an emergency fund, saving for a down payment, or planning for retirement, our planning tools help you create a realistic roadmap.
The result: The result: You'll have a clear plan with milestones, timelines, and actionable steps to achieve your financial goals.
Join Thousands Who've Taken Control of Their Finances
"I've tried multiple budgeting apps, but FiPlan is the first one that actually helped me understand my complete financial picture. The dashboard is incredible, and the AI insights have saved me hundreds of dollars already."
Sarah M.
Marketing Manager
"As someone who's always been intimidated by financial planning, FiPlan made it approachable. I can finally see where my money goes and plan for my future with confidence."
James T.
Software Developer
"The investment tracking and financial health metrics are game-changers. I can see how my decisions today impact my long-term goals. It's like having a financial advisor in my pocket."
Maria L.
Freelance Designer
Ready to Transform Your Financial Future?
Stop wondering where your money goes. Stop guessing if you're on track. Start taking control of your finances with a tool that actually makes sense.
What you get when you start: