Financial State Management
- Track loans and debt accounts
- Manage emergency fund holdings
- Monitor investment portfolio
- Track insurance policies and provident fund accounts
Personal Finance Planner
Build confidence in every financial decision.
FinPlanner helps you organize your financial state, plan your monthly budget, and track progress with insights designed for everyday personal finance workflows.
What You Can Do
All core planning tools in one place
Monthly Budget Planning
- Plan monthly income and expenses
- Classify spending by needs, wants, investment, and debt payoff
- Track adhoc expenses
- Use carry-forward suggestions month to month
Dashboard Analytics
- Real-time financial summary cards
- Net worth visibility and trend analysis
- Expense distribution charts
- Multi-account balance tracking
Bank Account Management
- Support for multiple bank accounts
- Track transfers across accounts
- Monitor balances in one place
- Configure income routing rules
Provident Fund Tracking
- EPF, PPF, VPF, and custom PF account support
- Track monthly and adhoc contributions
- Review contribution history
- Follow confirmation workflow for updates
Insurance Portfolio
- Manage term, medical, and life policies
- Configure nominees per policy
- Track premium commitments
- Monitor policy coverage details
Learn With FinPlanner
Educational videos
Ankur Warikoo's Pratical Guide to Budgeting
A Pratical Guide to Budgeting
Ankur Warikoo's 6 Months Financial Plan
Watch to learn how to make a 6 Months Financial Plan