Planner Bee: Finance tracking

Planner Bee Pte Ltd

About this app

Planner Bee is Singapore’s insurance marketplace. Our proprietary engine provides personalised and brand agnostic insurance and financial recommendation that's right for each individual, saving you time and effort to search across multiple providers. And when you need us, we're there for everything from questions to claims.

Planner Bee mobile app offer users a one-stop automated overview of their various insurance policies, across multiple insurers together with their banking and investment records.

Features:
• All your accounts in one place
• A totally free app
• A complete overview of your spending and saving habits with a dashboard that is clear and easy to use
• Set smart budgets that put you in full control of your finances and help you move quickly and confidently towards positive financial outcomes
• Connect to all of your financial accounts. Planner Bee is in partnership with all major financial institutions
• See the premiums of your insurance products month by month, then choose the best products for your needs
• All your loan details in one place so you can budget with a clear understanding of how much you owe on mortgages, credit cards and personal loans
• Your entire investment portfolio in your hand, easy to track

A complete solution in personal finance
Management of your finances is too important to leave to chance. Planner Bee helps you take complete control of your financial planning. And with your banking, insurance and investment accounts all in one app, you have full oversight and control of your financial future. Everything you need to manage your finances is in the app.

Check on your accounts at any time with the simple and clear dashboard. It gives you multi-currency, multi-account information in one place so you can track your spending and your financial products and assets.

Manage your savings
Take charge of every single savings account you have in one app. Instantly check on your savings and plan for the future. Then receive and act on expert savings advice as the app sends you notifications and makes suggestions that help you reach your financial goals.

Manage your investments
From index funds to mutual funds, Planner Bee can give you an instant overview of how your investments are performing. Track the progress of your stocks and bonds over time and make informed decisions on your investment journey. All investment accounts can be viewed on one easy to use dashboard, including ETFs and bonds.

Manage your insurance
Insurance can be complex, but Planner Bee allows you to have a clear view of each product you have purchased. You’ll also see how much your premiums are for the year, as well as from month to month. No paperwork or phone calls, just every single insurance product on your dashboard. It’s easy.
Whether you are insuring your car or your child, business or home, every product can be brought into the app. Take charge of your finance life by tracking and monitoring insurance costs so that you know exactly what your money is paying for.

Personal finance, simplified
Open an account with Planner Bee and watch as all your banking, investment and insurance accounts are seamlessly integrated. Moments later, they will be on your dashboard. No more spreadsheets, no more missing bits of paper.
We made Planner Bee because we listened to clients and friends who told us that the best possible personal finance app has to be a digital financial advisor.

And that’s exactly what Planner Bee is.

Ratings and reviews

A very straight forward, simple finance tracking app without much gimmicks. The idea of connecting to banks is so good and really focuses on SEA region. But unfortunately, its not practical to sign in to respective banks everytime you want to sync. Otherwise, i really like the simple and easy to use layout and features.

Poor UX and UI. Dashboard layout is not intuitive and app does not allow bank balances to be added manually, forcing users to sync their accounts. As there is no option for me to delete my account permanently, I was wary of syncing my savings and investment information with this app. Uninstalled and realised I was auto-added to their mailing list even though I never consented to marketing materials. Not cool.

I'm very new to managing my finances and have been putting everything on Excel. But this app allows me to sync two of my bank accounts and keeping track of all my transactions automatically. Like, it knows what and where purchases are filed under. When you dwell further and put in your goals and targets, it then begins to gives you suggestions on how to reach them. So basically, a gentle financial advisor on your phone. Also, it's really prettily designed.

What's new

We're thrilled to announce the latest update to our mobile app, designed to provide you with an even better user experience. Our team has been hard at work implementing improvements to ensure that managing your finances is not only efficient but also enjoyable.

Reach your financial goals with confidence all in one place
~ manage your budget
~ manage your expenses and automatically categorise them
~ mange your insurance policies
~ manage your investments