WealthX 3.1 makes everyday money management clearer and easier. Reconcile your statements. Connect your accounts. Keep shared expenses organized. Familiar workflows now feel smoother. Every decision is still yours. • Tap to open details: Open account, budget, and other detail views with a tap instead of a long press. The information you need is easier to reach. • Reconciliation: Import supported bank or payment statements, review matches and differences, then confirm changes to your ledger. • Connect from Apple Wallet: With your permission, sync balances and transactions from Apple Card, Savings, and Apple Cash in the US, plus supported financial institutions in the UK. Bring eligible accounts into one view and cut down on manual entry. • Project Budgets — Prepayments and Expense Sharing: Record prepayments for trips, dinners, and other shared expenses. Assign each person's share, then see totals, amounts owed, and suggested transfers. Complete the actual payments and repayments before confirming checkout. • Liquid Glass interactions: Menus, buttons, and icons adopt a fresh glass design, with clearer visual hierarchy and more natural feedback as you interact. • New control themes: Choose Burgundy Red or Night Sky to give familiar controls a new look. • Redesigned Search: Tap the page title to bring up the search field. Find transactions, accounts, budgets, and goals. Pending Review brings transactions awaiting confirmation into one place. • Richer account and budget details: See more information about your accounts and budgets, with smoother interactions for checking activity and budget progress. • Bank and payment platform icons: An expanded library covers more banks and payment platforms around the world, with support for glass-style icons. Recognize accounts at a glance and keep their look consistent. • Rename Planned Flows: Tap a Planned Flow in the list to rename it. Make recurring income, expenses, and other plans easier to recognize. • Refined widgets: Updated layouts make key financial information easier to read on your Home Screen. • Loading and performance improvements: Improved loading and response across pages make everyday browsing and navigation feel smoother. • Polished icons: Refined icon styles make feature controls and transaction statuses easier to recognize.

Fixed an issue where data migration could cause iCloud sync to fail. WealthX 3.1 makes everyday money management clearer and easier. Reconcile your statements. Connect your accounts. Keep shared expenses organized. Familiar workflows now feel smoother. Every decision is still yours. • Tap to open details: Open account, budget, and other detail views with a tap instead of a long press. The information you need is easier to reach. • Reconciliation: Import supported bank or payment statements, review matches and differences, then confirm changes to your ledger. • Connect from Apple Wallet: With your permission, sync balances and transactions from Apple Card, Savings, and Apple Cash in the US, plus supported financial institutions in the UK. Bring eligible accounts into one view and cut down on manual entry. • Project Budgets — Prepayments and Expense Sharing: Record prepayments for trips, dinners, and other shared expenses. Assign each person's share, then see totals, amounts owed, and suggested transfers. Complete the actual payments and repayments before confirming checkout. • Liquid Glass interactions: Menus, buttons, and icons adopt a fresh glass design, with clearer visual hierarchy and more natural feedback as you interact. • New control themes: Choose Burgundy Red or Night Sky to give familiar controls a new look. • Redesigned Search: Tap the page title to bring up the search field. Find transactions, accounts, budgets, and goals. Pending Review brings transactions awaiting confirmation into one place. • Richer account and budget details: See more information about your accounts and budgets, with smoother interactions for checking activity and budget progress. • Bank and payment platform icons: An expanded library covers more banks and payment platforms around the world, with support for glass-style icons. Recognize accounts at a glance and keep their look consistent. • Rename Planned Flows: Tap a Planned Flow in the list to rename it. Make recurring income, expenses, and other plans easier to recognize. • Refined widgets: Updated layouts make key financial information easier to read on your Home Screen. • Loading and performance improvements: Improved loading and response across pages make everyday browsing and navigation feel smoother. • Polished icons: Refined icon styles make feature controls and transaction statuses easier to recognize.

WealthX 3.1 makes everyday money management clearer and easier. Reconcile your statements. Connect your accounts. Keep shared expenses organized. Familiar workflows now feel smoother. Every decision is still yours. • Tap to open details: Open account, budget, and other detail views with a tap instead of a long press. The information you need is easier to reach. • Reconciliation: Import supported bank or payment statements, review matches and differences, then confirm changes to your ledger. • Connect from Apple Wallet: With your permission, sync balances and transactions from Apple Card, Savings, and Apple Cash in the US, plus supported financial institutions in the UK. Bring eligible accounts into one view and cut down on manual entry. • Project Budgets — Prepayments and Expense Sharing: Record prepayments for trips, dinners, and other shared expenses. Assign each person's share, then see totals, amounts owed, and suggested transfers. Complete the actual payments and repayments before confirming checkout. • Liquid Glass interactions: Menus, buttons, and icons adopt a fresh glass design, with clearer visual hierarchy and more natural feedback as you interact. • New control themes: Choose Burgundy Red or Night Sky to give familiar controls a new look. • Redesigned Search: Tap the page title to bring up the search field. Find transactions, accounts, budgets, and goals. Pending Review brings transactions awaiting confirmation into one place. • Richer account and budget details: See more information about your accounts and budgets, with smoother interactions for checking activity and budget progress. • Bank and payment platform icons: An expanded library covers more banks and payment platforms around the world, with support for glass-style icons. Recognize accounts at a glance and keep their look consistent. • Rename Planned Flows: Tap a Planned Flow in the list to rename it. Make recurring income, expenses, and other plans easier to recognize. • Refined widgets: Updated layouts make key financial information easier to read on your Home Screen. • Loading and performance improvements: Improved loading and response across pages make everyday browsing and navigation feel smoother. • Polished icons: Refined icon styles make feature controls and transaction statuses easier to recognize.

Urgently fixed an issue that prevented Theme Pass purchases. WealthX makes complex financial management feel more natural. You don’t have to repeat the same setup or search crowded pages for what matters. When you need it, the next step is already there. You still make every decision. • Smart Flows: Based on recent activity and spending frequency, likely Flows appear when you may need them. Choose a Flow, enter the amount, and the record is done. • Smart Budget: Reviews historical transactions and current budgets, then suggests raising or lowering a future budget or changing its time frame. Nothing changes until you confirm. • Split Bill: Split one actual payment across multiple budgets while keeping every purpose clear. • Shared expenses, reimbursements, and refunds: Record someone’s share of a group expense, a reimbursement, or a full or partial refund while keeping the original payment visible. • Richer cashflow insights: Use Change, Concentration, and Cashflow Structure to see trends that deserve attention. • Redesigned across most pages: Clearer visual hierarchy helps you focus, while consistent icons make recurring, refunded, completed, and reconciled states easier to recognize. • More widgets, now free: Cashflow Calendar and Spending Heatmap widgets are now free. • Personalized themes: System, Light, and Dark themes are free; expanded themes are available with the corresponding access. • WealthX requires iOS 26 or iPadOS 26 or later.

WealthX 3.0 makes complex financial management feel more natural. You don’t have to repeat the same setup or search crowded pages for what matters. When you need it, the next step is already there. You still make every decision. • Smart Flows: Based on recent activity and spending frequency, likely Flows appear when you may need them. Choose a Flow, enter the amount, and the record is done. • Smart Budget: Reviews historical transactions and current budgets, then suggests raising or lowering a future budget or changing its time frame. Nothing changes until you confirm. • Split Bill: Split one actual payment across multiple budgets while keeping every purpose clear. • Shared expenses, reimbursements, and refunds: Record someone’s share of a group expense, a reimbursement, or a full or partial refund while keeping the original payment visible. • Richer cashflow insights: Use Change, Concentration, and Cashflow Structure to see trends that deserve attention. • Redesigned across most pages: Clearer visual hierarchy helps you focus, while consistent icons make recurring, refunded, completed, and reconciled states easier to recognize. • More widgets, now free: Cashflow Calendar and Spending Heatmap widgets are now free. • Personalized themes: System, Light, and Dark themes are free; expanded themes are available with the corresponding access. • WealthX 3.0 requires iOS 26 or iPadOS 26 or later.

• Refined the Goals and Scenarios experience with a cleaner interface. • New shared-expense and reimbursement tools. Add them from the top menu in Transaction Details to record group meals, company dinners, and more. • New investment statistics charts, powered by EODHD market data, for a clearer view of your portfolio. • We continue to improve your experience.

• Added support for Apple Watch and widgets. • Expanded budget templates in preparation for future smart features. • Fixed bugs and improved stability and performance.

• Fixed known issues and improved overall app stability. • Optimized interactions and performance for a smoother experience.

• Redesigned account, budget, and transaction pages with a clearer matrix-style layout. • Moved transaction flow actions into a shortcut menu, keeping frequent actions closer and pages cleaner. • Added an income and expense calendar widget for checking daily income and spending changes on the Home Screen. • Users in the United States can now subscribe to WealthX Pro through Stripe.

• Improved UI interactions across all statistics charts. • Expense-by-hour statistics moved from Overview to the Cash Flow chart and are now available through the statistics unit switcher. • Cash Flow map layer settings are now consolidated in the map menu. • Transaction Flow location recognition now matches more precisely against your past records.

Bug fixes and improvements.

What's new in 2.1.4: • WealthX now supports more languages: Australian English, Canadian English, Canadian French, Dutch, Indonesian, Thai, Vietnamese, Malay, Turkish, Romanian, Czech, Danish, Finnish, and Norwegian. • Improved transaction location services for more reliable place records and Cashflow Map results • Added data backup and restore to help protect and recover your records

What's new in 2.1.3: • Added privacy protection for account balances • Improved amount formatting

What's new in 2.1.2: • Improved stability and a smoother day-to-day experience • Multiple bug fixes and cleaner flows across core screens • Polished details for faster, more reliable entry

This update includes several practical improvements: • More precise location results, plus multi-level stats in Cashflow Map • Math support in amount input for faster entry • Income and expense summaries for custom date ranges in account details • New Goal Tracker widget

Goal Tracker: Track savings goals in a dedicated workflow, with target amount, deadline, and progress in one place. Smart Budget: Review suggestions based on spending trends and budget progress, including amount adjustments, period changes, and archiving inactive budgets.

Improved stability and performance.

Improved stability and performance.

Improved stability and performance.

WealthX 2.0 is here with a more complete view of your finances. 1. New Investments module for investment accounts, holdings, buys, sells, deposits, and withdrawals. 2. New Global Search across transactions, accounts, budgets, holdings, investment trades, and Flows. 3. All-new insights pages with overviews, trends, breakdowns, and Cashflow Map views. 4. New Tips to help you learn budgets, Flows, investments, and insights faster. 5. Improved reconcile and refund workflows for clearer balance adjustments, full refunds, partial refunds, and returns.

Improved stability and performance.

What’s New • Redesigned data import with smarter account and budget linking • Multi-currency imports now available for WealthX Pro • Built-in templates for iCost and Qianji, no manual mapping required • More reliable exports for seamless re-import • Expanded icon system with additional SF Symbols, emoji support, and quick access to recent custom images • Refined account and budget pages for a cleaner, smoother experience

We believe a simple yet powerful financial ecosystem can bring great convenience to your life and help you manage your wealth more effectively. This belief is what drives us to continuously improve WealthX. This version introduces an all-new Overview page, giving you a clear snapshot of your income, expenses, and budget status at a glance. You can switch between multiple time ranges to view and compare trends, helping you identify financial patterns and potential issues earlier. Subscribers can further unlock location-based insights to discover where they spend the most.

1. Added account creation and budget templates — quickly set them up during onboarding or on the Add page (tap the blue icon next to the name). 2. Improved UI and interactions across multiple pages. 3. Added scenario filtering to the spending distribution chart. 4. Improved budget group stats in widgets.

Icon updates: transfers, add transactions UI improvements: income & expense map, budget progress ring