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Cashflow Planning Preview
- Organize recurring income and expense detail around household context.
- Review monthly planning information before a household or advisor conversation.
- Capture what needs attention next without leaving the planning workflow.
Companion Workflow Preview
- Prepare browser-adjacent planning support for future companion tools.
- Keep preview capabilities staged behind release controls while they mature.
- Collect feedback before public App Store release decisions.
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Where Expanse Planner is headed
A high-level view of what we are focused on now, what comes next, and the directions we are exploring further out. Timing is flexible and priorities can shift as we learn from preview users.
Now
Reliable everyday cashflow planning
- Track household income and expenses with confidence.
- Move household data in and out safely.
- A polished experience across iPhone, iPad, and Mac.
Next
A stronger foundation
- A simpler, more consistent app under the hood.
- Groundwork for secure iCloud sharing.
- Focused on iPhone, iPad, and Mac.
Later
The advisor planning experience
- A living plan that grows with each household.
- Meeting notes and follow-up letters in one place.
- Secure sharing of planning snapshots with family and advisors.
This roadmap shows direction, not commitments or release dates.