PocketGuard
Track spending and save money automatically with smart insights
About LivePlan
LivePlan is a premium financial planning ecosystem designed for entrepreneurs and individuals who need a bridge between high-level strategy and daily budgeting. While many tools focus solely on tracking past spending, LivePlan emphasizes the future. It provides a structured framework for building professional business plans and detailed personal financial forecasts, ensuring that every dollar spent aligns with a larger objective.
The platform is renowned for its "lean planning" methodology, which allows users to quickly test financial assumptions and see how different scenarios—like hiring a new employee or taking out a loan—will impact their cash flow. By combining robust data analysis with an easy-to-use interface, LivePlan transforms complex financial modeling into a manageable, even inspiring, process.
Key Features
- Step-by-Step Planning: Guided prompts to help you write a comprehensive business or personal financial plan without starting from a blank page.
- Financial Forecasting: Automatic generation of Profit & Loss statements, Balance Sheets, and Cash Flow projections based on simple inputs.
- Pitch Deck Builder: Tools to create visual, data-driven presentations for investors, lenders, or personal stakeholders.
- Live Dashboard: Sync with accounting software to compare your actual performance against your planned budget in real-time.
- Scenario Modeling: "What-if" tools to explore how different financial decisions will affect your long-term bank balance.
- Benchmark Data: Compare your financial health and growth metrics against industry averages to see how you stack up.
- Collaboration Tools: Securely invite partners or advisors to review your plan and contribute to your financial strategy.
Pricing
Standard Plan
$15 / mo
Essential planning tools including the step-by-step builder and basic financial forecasting features.
Annual Pass
$360 / yr
Save 25% with an annual commitment, perfect for long-term business growth and consistent personal tracking.
Featured Budget Apps
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CalendarBudget
Visual calendar-based budgeting for better financial planning
SimplePlanning
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LivePlan
Business and personal financial planning software
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Desktop personal finance software for comprehensive money management
FamZoo
Family budgeting and prepaid cards for teaching kids money skills
Who Should Use LivePlan?
LivePlan is the ideal choice for the "visionary builder"—the entrepreneur starting a new venture or the individual treating their personal wealth like a business. It is perfect for those who need to present their financial health to others or those who require high-level projections to make confident investment decisions. While basic apps handle expense logs, LivePlan provides unrivaled strategic depth and professional modeling for anyone serious about building a sustainable and profitable financial future.