Personal, family and professional finance

Control your money with smart collaborative budgets.

CashPlanner brings budgets, goals, debts, subscriptions, payments and reports into one clear view so you can make better monthly decisions.

Built to organize, share and plan ahead

All your money in a view that makes sense

A visual system to move from scattered numbers to knowing exactly what is happening.

Budgets by year

Filter by year, review income and expenses, clone budgets and load active subscriptions whenever needed.

Goals with progress

Add contributions, see what remains and spot the goal updated most recently.

Debts under control

Track payments, debt type, end date, monthly contribution and remaining amount.

Active subscriptions

Calculate the real next renewal, monthly cost and charges coming this month.

Payment calendar

Plan subscriptions, taxes and recurring payments with a clean monthly view.

Global search

Find budgets, goals, debts, subscriptions and transactions from the header.

Built for individuals, couples and professionals

The same clear foundation works for your home, your professional activity or a shared event.

Family organizer

Share a financial space with your partner or family to coordinate common expenses, savings and household subscriptions.

  • Shared goals
  • Common expenses
  • Personal privacy

Freelance and self-employed

Separate personal and professional finances, prepare deductible expenses, invoices and a clear cash-flow reading.

  • Project income
  • Deductible expenses
  • Invoices and reports

Weddings and events

Create public budgets for activities where guests can contribute to specific expenses and see progress.

  • Expense list
  • Visible contributions
  • Transparent tracking

Simple pricing to start today

Start free with the current finance workspace and activate Pro when you want automation, optimization and document storage.

Free
0 €

For organizing your finances from day one.

  • Full dashboard
  • Budgets, income and expenses
  • Goals, debts and subscriptions
  • Payment calendar
  • Visual reports
  • Global collaborators
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Pro
4.99 EUR / month

For users who want automation, documents and financial intelligence.

  • Catalog of useful financial apps
  • Secure cloud for financial documents
  • AI to optimize amounts and decisions
  • AI tax agent for guidance
  • Tax, deductions and income tax optimization
  • Dismissal, settlement and compensation calculators
  • Tools for freelance work
  • Professional invoice generator
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Reports that explain what happened

Collaborate without mixing private areas

Collaborators can see dashboard, budgets, goals, debts, subscriptions, calendar and reports. Profile, settings and admin stay personal.

Spanish or English, custom currency and number format with comma or dot.

Turn your money into a clear system

Create your account and start organizing your next budget with a visual, professional experience.