Everything you need

Powerful features.
Zero complexity.

Every feature in GetMoneyPlanner is designed to save you time, give you clarity, and help you make smarter financial decisions — without needing an accountant.

Our Story

12 features. One platform.

Dashboard Analytics

Real-time charts and visualizations

Transaction Management

Full CRUD with filters and search

Goal Tracking

Savings, debt, investment milestones

Auto Sync

Category-linked automatic updates

PDF Export

Professional formatted reports

Excel Export

Proper numeric formatting

2FA Security

TOTP authenticator support

Session Management

Track and revoke active sessions

Profile & Preferences

Currency, budget, notifications

Smart Notifications

Email alerts for key events

Mobile Optimized

Perfect on any screen size

Data Export

Full account data download

Dashboard Analytics

Your finances at a glance — beautifully visualized

The dashboard gives you an instant overview of your financial health. Income vs expenses, net savings, goal progress, and monthly trends — all in one screen, updated in real-time.

Interactive bar, donut, and line charts powered by Recharts
Monthly income vs expense comparison with trend indicators
Yearly report table with category-by-category breakdown
Goal progress rings with animated completion indicators
One-click PDF export of your entire dashboard report

Income

₹1,20,000

Expenses

₹68,500

Savings

₹51,500

Goals

3 Active

Monthly Overview

Transaction Management

Log, categorize, and analyze every transaction

A full-featured transaction manager with search, filters, bulk actions, and exports. Whether you're logging daily expenses or reviewing monthly spending, everything is fast and intuitive.

Add income and expense transactions with categories and notes
Search and filter by date range, type, category, or keyword
Bulk select and delete multiple transactions at once
Export filtered results as PDF or Excel with one click
Note preview modal for long transaction descriptions
Search transactions…

Salary

Income · Apr 1

+₹80,000

Rent

Utilities · Apr 3

-₹15,000

Freelance

Income · Apr 7

+₹25,000

Groceries

Food · Apr 9

-₹4,200

Investment

Investment · Apr 12

-₹20,000
Goal Tracking

Set milestones. Watch them come to life.

Create savings goals, debt payoff targets, and investment milestones. Track progress with animated rings, get smart projections based on your monthly budget, and auto-sync progress from transaction categories.

4 goal types: Savings, Debt Payoff, Investment, Custom
Manual contributions or automatic sync from transaction categories
Animated progress rings with percentage tracking
Budget insight card with months-to-completion projection
Pause, resume, and complete goals with status management

Emergency Fund

64%
₹3,20,000of ₹5,00,000

New Laptop

38%
₹19,000of ₹50,000

Car Loan Payoff

82%
₹1,64,000of ₹2,00,000
PDF & Excel Export

Professional reports, one click away

Generate boardroom-ready reports instantly. Export your transaction history as a beautifully formatted PDF or a fully structured Excel file — perfect for business reviews, tax filing, or personal records.

PDF reports with branded headers, summary cards, and charts
Excel exports with proper currency formatting and number types
Filter by date range before exporting — export exactly what you need
Page-numbered PDF with transaction tables and category breakdown
One-click download — no waiting, no email required

Financial Report

May 2026

Total Income

₹1,20,000

Total Expense

₹68,500

Net Savings

₹51,500

Goals Met

2 / 3

Export PDF
Export Excel
Security & Privacy

Bank-level security you can see and control

Security isn't just a checkbox at GetMoneyPlanner — it's a core feature. See every active session, revoke any device remotely, and enable 2FA to protect your account with a hardware authenticator.

TOTP-based two-factor authentication (Google Authenticator, Authy)
Active session tracking with device name, location, and timestamp
Revoke any session remotely — even if you're still logged in
Sliding 7-day session expiry — active use keeps you logged in
bcrypt password hashing with salt rounds

Active Sessions

Chrome on Windows

West Bengal, India

● Active

Android Device

West Bengal, India

● Active

Safari on macOS

Mumbai, India

Expired

2FA Enabled

Authenticator app active

Why GetMoneyPlanner

How we compare

See how GetMoneyPlanner stacks up against typical generic finance apps.

FeatureGMPOthers
Transaction Management
PDF Export
Paid only
Excel Export
Goal Tracking
Basic
Auto Sync (categories)
2FA Security
Paid only
Session Management
Dashboard Analytics
Limited
Mobile Optimized
Partial
Free to Use
Freemium
Got questions?

Frequently Asked

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