LearnVest by LearnVest

LearnVest.com – Track your budget, spending and financial goals anywhere. This sleek and easy to use app helps you keep your money organized, storing all of your transactions in one place! The app also provides access to personalized financial advice - a free 15-minute call with a LearnVest Planning expert. Your LearnVest Planning expert can review your current financial situation and give you actionable next steps to help you make progress with your money.

With more than 200,000 downloads and an amazing 4.5 star rating that’s holding strong, see what the buzz is about!

iTunes App Store New & Noteworthy pick!

✓ FINANCIAL EXPERT IN YOUR POCKET
Take your budget to the next level! The LearnVest app includes a FREE Financial Consultation with a LearnVest Planning expert. It’s time to start making real progress on your money. Get started by scheduling a 15-minute call with a LearnVest Planning expert and hear how we can help you make your budget really work for your life.


✓ KNOW WHAT (AND WHERE) YOU REALLY SPEND
By connecting your financial accounts, you can see what you’re actually spending, and even set your financial goals on the go. Organize your expenses on or offline, add cash transactions using a built-in geo-location tracker and get the latest budgeting and spending tips to make the most of your money.


✓ BUDGET MORE EFFECTIVELY
We'll automatically track and categorize every penny so you know exactly where you're spending. With all of your accounts in one place, sticking to your budget is actually fun and easy.


✓ SET GOALS AND WATCH YOUR PROGRESS
Find out when you’ll have enough saved to take your dream vacation or pay off that last credit card. Dynamic graphs make it easy to see your progress on your goals each month so you stay motivated and on track to reach them.


✓ MASTER YOUR CASH FLOW
Use the app to log cash transactions as they happen, so your budget stays up-to-date and every penny is accounted for.


✓ GET FINANCIAL KNOW-HOW ON THE GO
Want to save more at the grocery store, or know how (and when) to ask for a raise? Get great money-saving tips and financial how-tos with mobile-friendly access to all of LearnVest’s latest articles. You can even star articles and save them as favorites to compile your own resource library.


✓ YOUR SECRETS ARE SAFE WITH US
• Access to the app is protected with a 4-digit passcode that you set
• LearnVest is backed by bank-level security, keeping your information safe and secure
• No one - not even you - can transfer or remove money from your accounts
• Your data is 100% anonymous


✓ SEAMLESS INTEGRATION WITH LEARNVEST.COM
Your budget, priority goals and account information automatically update across devices. View your budget and spending history anytime, anywhere on your iPhone or online at LearnVest.com.


LearnVest Planning Services (”LearnVest Planning”) is a registered investment advisor and subsidiary of LearnVest Inc. (”LearnVest”)

A Free 15-Minute Financial Consultation with a LearnVest Planning Expert. We’re excited to announce a major new feature! You now have access to a LearnVest Planning financial expert right from the LearnVest app!


*Personal finance is, well, personal*
Everyone’s financial situation is different. Hear how an expert can help you with yours.


*Tell us what you want*
Whether that’s freedom from debt, security for your family, or an amazing trip, we want you to dream big. Then we’ll customize a program to help you get there.


*Talk to an expert you can actually relate to*
Finally, talking about your money with a professional can actually feel great. Once you complete a short profile, you’ll be able to schedule a free 15-minute call with an expert that’s right for you.