Flexible budgets, scenarios, investments, and your cashflow map.
Track daily spending, long-term goals, and portfolio movement in one organized system.
Take control of your money with more clarity, structure, and confidence.
WealthX brings your accounts, budgets, transactions, investments, and goals into one organized system,
so you can see where your money goes and how your financial picture changes over time.
Flexible Budgets
Plan by month, quarter, year, or project,
and switch perspectives whenever your situation changes.
From daily spending to bigger plans, everything has a clear place.
Scenarios
Organize your finances around real life.
Create separate spaces for travel, family, side projects, pets, or personal growth,
so budgets, accounts, and insights stay clear instead of getting mixed together.
Flows
For money you track again and again, set it once.
Flows speed up common expenses, income, and transfers,
and planned Flows help you stay on top of recurring bills even when the amount changes.
Investments
Track investment accounts, holdings, and trades in one place.
Follow market value, performance, deposits, withdrawals, buys, and sells
alongside your everyday finances.
Goal Tracker
Set savings goals and longer-term financial targets,
and follow your progress with linked accounts and clear milestones.
It is an easier way to see how far you have come and what is still left.
Search and Insights
Search across transactions, accounts, budgets, holdings, and Flows from one place.
Insights, trends, breakdowns, and Cashflow Map make it easier
to understand spending patterns, budget progress, and money movement at a glance.
Cashflow Map
See where your money actually goes.
Transactions can be organized visually on a map,
turning everyday spending into a clearer picture of your habits and routine.
(Location permission required)
Privacy
All data is securely stored in iCloud, accessible only by you,
and protected by Apple's system-level encryption and privacy safeguards.
Privacy Policy: https://zdaiaa.github.io/WERD/wealthx.html?lang=en#privacy
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
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
Version 2.1.4
The developer, Z i cong DAI, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Z i cong DAI
Size
133.3 MB
Category
Finance
Compatibility
Requires iOS 17.0 or later.
iPhone Requires iOS 17.0 or later.
iPad Requires iPadOS 17.0 or later.
Mac Requires macOS 14.0 or later and a Mac with Apple M1 chip or later.
