Comprehensive Financial Management
From daily spending to long-term wealth building, Plannr provides the tools you need to succeed.
Connect unlimited bank accounts, credit cards, and super funds from any Australian institution. See your complete financial picture updated automatically.
AI categorizes transactions automatically. Merchant detection, recurring payment identification, tax deduction tagging, and itemised breakdowns from receipts.
Flexible budget periods, category-based allocation, and real-time tracking with visual progress bars and threshold alerts.
Set meaningful life goals like buying a home or retiring early. Track progress with visual projections and required contribution calculations.
Track stocks, ETFs, property, and crypto. Monitor performance metrics, ROI, and cost basis across all your assets.
Model financial decisions before making them. Test "what-if" scenarios like job changes or major purchases to see the future impact.
Track tax-deductible expenses at the transaction level. Perfect for property investors and business owners maximizing returns.
Invite partners, family, or advisors with granular permission levels. Manage shared finances without losing privacy.
Not a chatbot bolted on. AI that creates budgets, builds retirement roadmaps, plans portfolio rebalancing, and runs scenarios. Intelligence woven into every feature, not an afterthought.