PocketGuard
Track spending and save money automatically with smart insights
About Simple Planning
Simple Planning is dedicated to providing straightforward financial tools for individuals who want professional-grade results without complex software. Recognizing that many people are intimidated by dense spreadsheets and technical jargon, Simple Planning offers streamlined solutions that focus on what truly matters: your bottom line. Their tools are designed to be "plug-and-play," allowing you to gain control of your finances in minutes.
What sets Simple Planning apart is its commitment to accessibility. By stripping away unnecessary features that bloat traditional financial software, they provide a clean, focused environment for tracking income, expenses, and long-term wealth. Whether you are building your first budget or planning for retirement, these resources provide the structure you need to succeed with confidence.
Key Features
- Automated Spreadsheets: Pre-formatted budget planners that do the math for you, compatible with Excel and Google Sheets.
- One-Page Dashboard: A high-level overview of your entire financial health on a single, easy-to-read screen.
- Debt Payoff Planners: Step-by-step tools to visualize your journey to becoming debt-free using optimized repayment strategies.
- Retirement Calculators: Simple inputs to help you determine if you are on track for your long-term savings goals.
- Investment Tracking: Easy-to-maintain logs to monitor your portfolio growth and asset allocation over time.
- Educational Resources: Access to guides and tips that break down complex financial concepts into actionable steps.
- Customizable Categories: Flexible layouts that adapt to your specific lifestyle and spending habits.
Pricing
Full-Featured Trial
$0
7-day free trial, then just $149/year for everything you need.
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Who Should Use Simple Planning?
Simple Planning is the ideal choice for the "efficiency seeker"—someone who wants the power of a digital spreadsheet without the hassle of building it themselves. It is perfect for individuals who appreciate the reliability of offline tools but still want the speed of automated calculations. While modern apps focus on flashy interfaces, Simple Planning provides unrivaled simplicity and ease of use for anyone who wants a clear, no-nonsense approach to mastering their personal finances.