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Personal Planner

Who is it for?

For the whole family · WhatsApp groupJust for you · private WhatsApp chat

Your family's planner, right in the WhatsApp group.Your own planner, in a private WhatsApp chat.

Add Personal Planner to the family group. Everyone adds to one grocery list, the whole house gets the 7:00 daily brief, each person's flights land on one trip page, and bills get a reminder before they're due — in English or Portuguese.Message Personal Planner like you'd text a friend who never forgets. Your daily brief at 7:00, your grocery list by store, your trips from a forwarded confirmation, and your finances in check — in English or Portuguese.

See it in action
  • No passwords
  • No Google sign-in
  • Cancel anytime

Oliveira Family

Personal Planner · Jordan

Ana, Rafael, Lia, Theo, Personal Planner

online

Fictional family. Real conversations from the planner's everyday use.Fictional person. Real conversations from the planner's everyday use.

What it does

Everything the family keeps in its head, in one group.Everything you keep in your head, in one chat.

No new app for anyone. Everyone writes in the family group the way they already do — the planner keeps track of who said what.No new app to learn. Write to your planner in a private chat, the way you'd text anyone — it keeps track.

Groceries

“Add milk and eggs, Costco.” Done.

Anyone in the group adds items in plain words. The planner sorts them by store onto one family list you check off in the aisle. Move an item to another store, clear what's bought, and the list is ready for whoever goes next.

  • Grouped by the stores your family actually uses
  • Everyone checks off from their own phone
  • Voice notes from the kids work too

Groceries

“Oat milk and coffee, Trader Joe's.” Done.

Add items in plain words, whenever they come to mind. The planner sorts them by store onto your own list, which you check off in the aisle. Move an item, clear what's bought, and it's ready for your next run.

  • Grouped by the stores you actually use
  • Check off in the aisle from your phone
  • Voice notes work too
Oliveira FamilyAna, Rafael, Lia, Theo, Personal Planner
Personal Planner · Groceries · Oliveira Family

Groceries

Costco

3 left

Trader Joe's

2 left

Target

2 left

Try it: tick items, move one, clear what's bought.

Personal Planner · Jordanonline
Personal Planner · Groceries · Jordan

Groceries

Trader Joe's

4 left

Target

1 left

Try it: tick items, move one, clear what's bought.

Tasks · daily checklist

“Remind Rafael to pay the water bill Friday.”

Anyone in the group can give anyone a task. The planner sets the due date, reminds that person on the day, and checks it off when they say it's done. The daily checklist keeps the house's small must-dos — lunches, recycling, the plants — with a name on each.

  • Tasks with an owner and a due date
  • “What's left this week?” — for the whole family
  • A shared daily checklist that resets every morning

Tasks · daily checklist

“Remind me to book the car service by Friday.”

Say it the way you'd say it to a friend. The planner turns it into a task with a due date, reminds you on the day, and checks it off when you say it's done. The daily checklist keeps the small must-dos — vitamins, plants, a walk — in one place.

  • Due dates and reminders from plain words
  • “What's left this week?” answered in the chat
  • A daily checklist that resets every morning
Oliveira FamilyAna, Rafael, Lia, Theo, Personal Planner
Personal Planner · Tasks · Oliveira Family

Tasks

3 open

This week

  • AAnaToday
  • RRafaelFri
  • TTheoFri
  • LLiaSat

Daily checklist · Thu, Sep 25

2/4
  • RRafael
  • AAna
  • TTheo
  • LLia

Resets every morning

Try it: tick a task or a checklist item.

Personal Planner · Jordanonline
Personal Planner · Tasks · Jordan

Tasks

2 open

This week

  • Today
  • Fri
  • Sat

Daily checklist · Thu, Sep 25

1/3

Resets every morning

Try it: tick a task or a checklist item.

Calendar

“Dentist for Lia Thursday 3pm.” On everyone's calendar.

Anyone adds, moves or asks about plans in the group. The planner keeps one family calendar, with each person's events in their own color, reminds you the day before, and answers “what do we have Saturday?” in a second. The week ahead goes to the group in the Sunday planning message.

  • Each person's events in their own color
  • Who drives, who picks up — in the event
  • Reminders the day before

Calendar

“Dentist Thursday 3pm.” It's on your calendar.

Add, move and ask about plans in the chat. The planner keeps your calendar, reminds you the day before, and answers “what do I have Saturday?” in a second. The week ahead is also in your Sunday planning message.

  • Add and move events by message
  • Reminders the day before
  • Ask “what do I have Saturday?” anytime
Oliveira FamilyAna, Rafael, Lia, Theo, Personal Planner
Personal Planner · Calendar · Oliveira Family

Calendar

Next 7 days
  • Ana
  • Rafael
  • Lia
  • Theo
  1. Thu25
    • 9:30 AMDentist · Theo
    • 3:30 PMSwim practice · LiaRafael picks up
    • 7:00 PMParent-teacher night · Ana
  2. Fri26
    • 7:45 AMEarly drop-off · Lia
    • 5:00 PMSoccer practice · Theo
  3. Sat27
    • 9:00 AMSoccer game · TheoRafael drives
    • 1:00 PMBirthday party at Maya's · Lia
    • 7:00 PMDinner at Grandma's · EveryoneMoved
  4. Thu2
    • 3:00 PMDentist · LiaNew

Reminders the day before, in the chat

Personal Planner · Jordanonline
Personal Planner · Calendar · Jordan

Calendar

Next 7 days
  • Work
  • Friends
  • Health
  1. Thu25
    • 9:30 AMDesign review
    • 12:30 PMLunch with Priya
    • 6:15 PMClimbing gym
  2. Fri26
    • 11:00 AM1:1 with Sam
    • 6:00 PMYoga
  3. Sat27
    • 11:00 AMClimbing with PriyaMoved
    • 7:30 PMDinner at Luca's
  4. Thu2
    • 3:00 PMDentistNew

Reminders the day before, in the chat

Trips

Forward the confirmations. One trip page for everyone.

Forward each flight, hotel or rental-car confirmation — PDF or text. The planner records who each ticket is for, with its confirmation number, and builds one phone-friendly trip page, even when the family flies on different dates.

  • Outbound and return per person, with layovers
  • Lodging, car and a day-by-day itinerary
  • Spending so far, and a share link that expires

Trips

Forward the confirmation. Get a trip page.

Forward a flight, hotel or rental-car confirmation — PDF or text. The planner records every reservation with its confirmation number and builds a phone-friendly page for your next work trip or weekend away.

  • Your flights, with times and confirmation numbers
  • Lodging, car and a day-by-day itinerary
  • A share link that expires, for your boss or a friend
Oliveira FamilyAna, Rafael, Lia, Theo, Personal Planner

4 travelers

Orlando

Dec 18 – 27

Spent so far$2,480 of $4,000 budget

Flights

  • Outbound· Thu, Dec 18

    K7QX2M

    BOS → ATL → MCO6:15 AM – 12:40 PM

    Ana, Lia, Theo · 1h 05m in Atlanta

  • Outbound· Sat, Dec 20

    PZ4LQA

    BOS → MCO1:05 PM – 4:10 PM

    Rafael · Nonstop

  • Return· Sat, Dec 27

    K7QX2MPZ4LQA

    MCO → BOS11:20 AM – 2:05 PM

    Everyone · Nonstop

Hotel · 9 nights

88213047

Lakeside Villas

7600 Lakeside Dr, Kissimmee, FL

Check-in
Thu, Dec 18 · 4:00 PM
Check-out
Sat, Dec 27 · 10:00 AM

Rental car

R-55120

Coastline Rentals

Midsize SUV · Toyota RAV4 or similar

Pick-up
MCO · Thu, Dec 18 · 1:30 PM
Return
MCO · Sat, Dec 27 · 8:30 AM

+1 (407) 555-0142

Itinerary

  1. Thu, Dec 18

    • 12:40 PMAna, Lia and Theo land at MCOK7QX2M
    • 1:30 PMPick up the SUVR-55120
    • 4:00 PMCheck in, pool afternoon88213047

  2. Sat, Dec 20

    • 4:10 PMRafael landsPZ4LQA
    • 7:00 PMDinner by the lake

  3. Sun, Dec 21

    • 9:00 AMPark day — everyone

Share link · expires in 7 daysCopy link

Personal Planner · Jordanonline

Work trip · 1 traveler

Denver

Oct 14 – 16

Spent so far$640 of $1,200 budget

Flights

  • Outbound· Tue, Oct 14

    R8TW4D

    ORD → DEN7:05 AM – 8:40 AM

    Jordan · Nonstop

  • Return· Thu, Oct 16

    R8TW4D

    DEN → ORD6:30 PM – 10:05 PM

    Jordan · Nonstop

Hotel · 2 nights

55120938

Parkline Hotel

1550 Market St, Denver, CO

Check-in
Tue, Oct 14 · 3:00 PM
Check-out
Thu, Oct 16 · 12:00 PM

Rental car

R-31877

Coastline Rentals

Compact · Toyota Corolla or similar

Pick-up
DEN · Tue, Oct 14 · 9:10 AM
Return
DEN · Thu, Oct 16 · 4:45 PM

+1 (303) 555-0187

Itinerary

  1. Tue, Oct 14

    • 8:40 AMLand at DENR8TW4D
    • 9:10 AMPick up the carR-31877
    • 3:00 PMCheck in55120938

  2. Wed, Oct 15

    • 9:00 AMClient workshop
    • 7:00 PMTeam dinner

  3. Thu, Oct 16

    • 6:30 PMFly homeR8TW4D

Share link · expires in 7 daysCopy link

Finances · in every plan

Know where the household's month is going.

In the US and Canada, connect your bank with read-only access; in Brazil, anyone just tells the planner what they spent in the group. The planner shows the family's spending by category against the budget, posts a weekly spending image, closes the month with a summary, and warns before a budget runs out or a bill is due.

  • Budget alerts and “bill due today” in the group
  • Weekly spending image and monthly close
  • Trip budgets for the family vacation

Finances · in every plan

Know where your month is going — before it's gone.

In the US and Canada, connect your bank with read-only access; in Brazil, just tell the planner what you spent in the chat. You see your spending by category against your budget, a weekly spending image and a monthly close — and a heads-up before a budget runs out or a bill is due.

  • Budget alerts and “bill due today” reminders
  • Weekly spending image and monthly close
  • Trip budgets
Oliveira FamilyAna, Rafael, Lia, Theo, Personal Planner

September spending

Day 25 of 30

Read-only bank access
  • Groceries$842 of $1,100
  • Dining out$460 of $500
  • Kids' activities$310 of $450
  • Transportation$228 of $400
  • Home$1,344 of $1,750

Dining out is at 92% of budget with 5 days left.

Personal Planner · Jordanonline

September spending

Day 25 of 30

Read-only bank access
  • Groceries$312 of $400
  • Dining out$276 of $300
  • Fitness$39 of $60
  • Transportation$118 of $200
  • Home$420 of $600

Dining out is at 92% of budget with 5 days left.

Daily brief

7:00. The family's plan, before coffee.

Every morning the group gets today's events, who's doing what and the bills due — so everyone knows the plan without asking. On Sunday, a planning message for the week ahead.

  • Daily at 7:00, in your language
  • Who drives, who picks up, who's out
  • Sunday planning for the week

Daily brief

7:00. Your day's plan, before coffee.

Every morning your private chat gets today's events, your tasks, the bills due, your grocery list and your next trip — addressed to you by name. On Sunday, a planning message for your week ahead.

  • Daily at 7:00, in your language
  • Sunday planning for your week
  • Bills due and your next trip, in the same message
Oliveira FamilyAna, Rafael, Lia, Theo, Personal Planner
Personal Planner · Jordanonline

And the small things that add up

  • Sunday planning

    Every Sunday evening, one message with the week ahead: events, tasks that are due and bills.

  • No passwords

    Need the web pages? Log in with a one-time code sent to you on WhatsApp. No Google account.

  • Saved links

    “Save Theo's school portal link.” Weeks later: “What's Theo's school portal link?” There it is, for anyone who asks.

  • Voice notes and PDFs

    Voice notes from the car, school PDFs, booking confirmations — the planner understands them all.

  • English or Portuguese

    The planner answers in your language — perfect for a family that lives between two.

  • Each person, by name

    The planner recognizes everyone by their WhatsApp number, so it knows who added what and who a task is for.

  • Sunday planning

    Every Sunday evening, one message with the week ahead: events, tasks that are due and bills.

  • No passwords

    Need the web pages? Log in with a one-time code sent to you on WhatsApp. No Google account.

  • Saved links and details

    “Remember my gym locker is 212.” Weeks later: “What's my gym locker?” There it is — links, codes and numbers too.

  • Voice notes and PDFs

    Send a voice note from the car or drop a PDF in the chat. The planner understands both.

  • English or Portuguese

    The planner answers in your language — perfect if you live between two.

  • Bills due reminders

    “Bill due today” in your chat, so nothing slips.

How it works

Set up in the time it takes to make coffee.

  1. 1

    Choose Family

    Start the 14-day free trial on Family (up to 4 people) or Family+ (up to 6), and tell us who's in the house.

    Choose Individual

    Start the 14-day free trial. One person, everything included.

  2. 2

    Add it to your family group

    Tap “Connect my WhatsApp” in the app and send the ready-made message, then add the planner to the family group you already use.

    Add participant → Personal Planner

    Connect your WhatsApp

    In the app, tap “Connect my WhatsApp”: WhatsApp opens a private chat with the planner, message ready. Send it and you're set. No group needed.

    New chat → Personal Planner

  3. 3

    Everyone just talks

    Everyone writes the way they already do: groceries, tasks, plans, a forwarded confirmation. The first daily brief arrives the next morning at 7:00.

    Start talking

    Write the way you already do: groceries, tasks, plans, a forwarded confirmation. Your first daily brief arrives the next morning at 7:00.

Need the web pages? Log in with a one-time code sent to you on WhatsApp. No password, no Google account.

Pricing

One price, for you or the whole family.

Every plan includes everything — the daily brief, groceries, trips, tasks, your calendar and your finances. You only choose how many people.

Prices for

Individual

Just you

Your own planner, in a private WhatsApp chat.

$11.99/month

Billed monthly

Start free trial

14 days free, then $11.99/month. Cancel anytime.

  • Private chat with the planner
  • Daily brief and Sunday planning
  • Groceries, tasks, trips and calendar
  • Budgets, spending and bills due
Most popular

Family

Up to 4 people

The planner joins your family's WhatsApp group.

$17.99/month

Billed monthly

Start free trial

14 days free, then $17.99/month. Cancel anytime.

  • Everything in Individual
  • The planner in your family group
  • Up to 4 people, each recognized by number
  • Tasks for anyone in the family

Family+

Up to 6 people

For bigger households, with room for everyone.

$22.99/month

Billed monthly

Start free trial

14 days free, then $22.99/month. Cancel anytime.

  • Everything in Family
  • Up to 6 people in the group
  • Room for grandparents or a nanny

Prices in USD. Applicable taxes may be added at checkout.

Compare plans →

FAQ

Questions people ask

How does it work in a family group?

Add the planner to the WhatsApp group you already have. It recognizes each person by their WhatsApp number, so it knows who added the milk, and anyone can give a task to anyone. Family covers up to 4 people and Family+ up to 6; you add the others at sign-up or later from the web app.

Can I use it on my own?

Yes. A household can be just you. Instead of adding the planner to a group, you save its number and message it in a private WhatsApp chat. Everything else works the same — groceries by store, tasks and the daily checklist, your calendar, trips, links, the daily brief and finances. The Individual plan is made for this; if someone joins your household later, switch to Family.

Where does my data go?

Your data stays in your household's own space — it isn't shared with other households or sold. Bank access is read-only: the planner can see transactions, never move money.

Which banks can I connect?

In the United States and Canada, banks connect through Plaid, read-only. In Brazil there's no bank connection: you tell the planner what you spent in the chat (“spent 45 at the pharmacy”) and it keeps the budget — no statements to import.

Do I need to sign in with Google?

No. Nobody in your household signs in to Google or any other service. The planner keeps your calendar itself, inside the app — you add and ask about plans in the chat. The web pages use a one-time code sent to you on WhatsApp.

Which languages does it speak?

English and Portuguese. You pick the planner's language at sign-up, and it's available in the United States, Canada and Brazil.

Which plan do I need?

Only the number of people changes. Individual is for just you, Family covers up to 4 people and Family+ up to 6. Every plan includes everything — the daily brief, groceries, trips, tasks, your calendar and the finance features: budgets, spending and bills (with a read-only bank connection in the US and Canada). You can switch plans anytime from the web app.

Can I cancel?

Yes, anytime. If you cancel during the 14-day trial you're not charged. After that, your plan stays active until the end of the period you've paid for.

One less thing for the family to remember.

14 days free on Family. Add it to the group in minutes. Cancel anytime.

Start the family's free trial

One less thing to remember. Your planner is a message away.

14 days free on Individual. Set up in minutes. Cancel anytime.

Start your free trial