Your personal mobile financial advisor

A new simple way to manage money, insurance and investments

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As featured in

Singapore’s #1 Personal Finance App

Planner Bee helps you manage your money all in one place

Singapore’s #1 Personal Finance App

Planner Bee helps you manage your money all
in one place

Trusted by 10,000+ and counting

Hear what our users have to say

Slide Really great app to track my expenses! The app is beautifully designed and readily syncs with several banks in Singapore. The auto-categorisation feature is extremely useful and saves me time in categorising each transaction.


Winston

Product Technologist

Slide Excited when I came across this app… have been tracking all my expenses via Excel and this app changed my spending habits! Much more conscious on spends and savings now since its clearly indicated without me doing the math and now I have tangible savings targets to work towards to buy my house.

Kyara Choi

Product marketing manager

Slide This app simplified insurance terms so it's easier for me to remember what policies I bought. Being able to view my life insurance from Prudential and motor insurance from AXA together makes things so convenient. It saves me the trouble of remembering my motor insurance renewal dates as well.

Rahu A

Aircraft technician

Slide You can see how much time, energy and thought has been given to the design. When you’re syncing your bank account, it tells you which state your request is in, so you know and anticipate the interactive steps as needed. Details to these small things that customers face that the team has solved.

Ishan Girdhar

Head of info security

Slide As someone who isn't financially savvy, this app is a godsend. I'm able to see within a single app my assets across institutions. I get an idea of what my expenses are like right off the bat, without having to go through the labourious process of manually keying them in.

May Chen

Head of community

Slide This app presented a clear picture of my finances across my various bank accounts in Singapore and Hong Kong. I also appreciate how I can see at a glance any suspicious expenses on my credit cards, and when I need to pay for my insurance plans.

Vicki Ho

Executive Director

Brands we feature

First step to better financial planning is to have a snapshot of your existing status

Still have questions?

How do I connect my accounts to Planner Bee?
  1. Tap the “+” button at the bottom on navigation bar
  2. Tap on “Banks” to sync banks
  3. Tap on “Insurance” to sync with insurers
  4. Tap on “Investment” to sync with insurers
  5. Pick the provider you wish to connect with

We made a video to show you how the syncing process looks like.

What are the supported financial institutions?

Singapore

  • American Express
  • Bank of China (BOC)
  • CIMB
  • Citibank Online
  • DBS
  • DBS IDEAL Business
  • HSBC
  • OCBC
  • OCBC Velocity Business
  • Standard Chartered
  • UOB

Malaysia

  • HSBC
  • Maybank

Hong Kong

  • American Express
  • Bank of China (BOC)
  • DBS
  • HSBC
  • HSBC Business
  • Hang Seng
  • Standard Chartered

Indonesia

  • BCA Bank
  • Bank Mandiri
  • Danamon
  • PT. Bank Rakyat

Thailand

  • Bangkok Bank
  • Kasikornbank
  • Krungsri
  • TMB

Vietnam

  • BIDV

Singapore

  • AIA
  • Aviva
  • AXA
  • Great Eastern
  • NTUC Income
  • Prudential

Malaysia

  • Great Eastern
  • Prudential

Singapore

  • Autowealth
  • Aviva Navigator
  • Endowus
  • Fundsupermart
  • TD Ameritrade
How safe is Planner Bee?

All data is read-only, and we do not save your login IDs or passwords. We cannot move money in or out of your account and we cannot make changes to your insurance policies too.

Planner Bee operates on a one-time, read-only access and simply downloads the transactions on your behalf. For some banks, a new One-Time Password is sent to you every time you login for security reasons. Upon successful login, the latest data will be securely retrieved.

All Financial data is stored and securely encrypted in the cloud and Amazon’s data centres.

About us

We’re a Singaporean team of energetic financial experts obsessed with data, investments and finances. Together, we have two decades of experience in dealing with personal finance and banking, and we’re excited to make a difference for consumers now.

You’ve told us it’s difficult and cumbersome to track your expenses and assets across paper and digital statements. So we came up with Planner Bee after countless hours listening to clients and friends, and thinking about how to demystify the process of managing money easily.

The banking industry is now digital, yet the experience of tracking your expenses and assets remains stuck in the past. Let’s change things together.