PlanMode Financial Planning
PlanMode Financial Planning Summary
PlanMode Financial Planning is a with in-app purchases iOS app in Finance by Sawhney Systems. Released in Jul 2015 (10 years ago). It has 107 ratings with a 4.32★ (good) average. Based on AppGoblin estimates, it reaches roughly 1.4K monthly active users and generates around $<10K monthly revenue (100% IAP / 0% ads). Store metadata: updated Sep 15, 2025.
Store info: Last updated on App Store on Sep 15, 2025 .
4.32★
Ratings: 107
Screenshots
App Description
COMPREHENSIVE FINANCIAL PLANNING
This app is for use by individuals for personal financial planning. It provides you with a powerful planning tool for answers to questions like-
• Should I convert my IRA to Roth IRA?
• Should I start taking Social Security benefits at age 66 or wait for larger payments at age 70?
• When will I have enough to retire on my terms?
• What will be the bottom line impact of a owning a second home?
• Is buying a house is better for me than continuing to rent?
• Is my family protected for their needs if I am disabled or die?
PlanMode can help you analyze these and other situations. It is easy to use and its usage is limitless; you could use it to analyze almost any financial scenario which impacts just in the current year or many years to come.
KEY FEATURES
This app can-
• Prepare complete financial profiles, including-
- Current & projected income and expenses
- Bank accounts
- Retirement accounts
- Business & Investments
- Stocks & Bonds
- Insurance policies
- Real estate
- Mortgages & loans
- Cash management simulation
- Social security
- Income taxes
• Compare financial alternatives
- Unlimited what-if scenarios
• Prepare retirement profile automatically
- Evaluate if a Roth conversion is good for you
- Determine lifelong capital needs
- Analyze liquid capital sufficiency
- Alternatives to fill capital shortfall
• Prepare disability profiles automatically
- Analyze cash flow sufficiency
- Alternatives to fill cash shortfall
• Prepare death profiles automatically
- Determine survivor’s capital needs
- Analyze income sufficiency
- Alternatives to fill capital gap
REPORTS & CHARTS
A complete set of financial statements is available for each scenario. PlanMode provides you with comprehensive analysis of retirement and other scenarios for lifetime capital needs and the capital available for its fulfillment. When capital resources are not sufficient PlanMode provides suggestive courses of action that may fill the shortcoming. The following reports are available for each profile scenario-
• Income Statement
• Balance Sheet
• Cashflow Statement
• Supporting Information
• Capital Needs Analysis
• 8 pie charts providing profile snapshots in any year
• 8 line graphs providing overall snapshot of the profile
All charts and graphs dynamically respond to your data.
COMPREHENSIVE
PlanMode includes a