Wealthvision
Finance
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
Privacy-first personal financial insights and budgeting.
Wealthvision is personal finance, privately yours. Track spending, budgets, savings, and goals — without ever handing over your banking credentials.
Instead of connecting to your bank, Wealthvision works from the CSV statements you download yourself. Import credit card, chequing, and savings statements, and everything is parsed and stored on your device.
TRACK EVERYTHING, PRIVATELY
• Import CSV statements from major Canadian banks and any generic CSV
• Multiple accounts side by side, with per-account balances and net worth
• All data stored on-device — nothing is uploaded
UNDERSTAND YOUR MONEY
• Spending by category with interactive charts
• Savings rate, income analysis, and month-to-month trends
• A yearly Wrapped: your top categories, merchants, and milestones
PLAN AHEAD
• Category budgets with alerts, pace projections, and period comparisons
• Savings goals with allocation tracking
• Spending forecasts against your budgets
PRO + AI (optional subscription)
• AI Advisor: personalized insights and a financial health score
• Smart merchant identification and bulk categorization
• AI-generated yearly summary
• Privacy-first: you see and approve exactly what's shared before any AI request
Your account (email, Google, or Apple) exists only for sign-in and subscriptions — your financial data is never attached to it.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- UI/UX Refinements.
- Feature enhancements.
The developer, Vincent Zhang, 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 Linked to You
The following data may be collected and linked to your identity:
- Contact Info
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Vincent Zhang
- Size
- 42.3 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
16+
- 16+
- In-App Purchases
Yes
- Wealthvision Pro + AI 6 Months $49.99
- Wealthvision Pro + AI Yearly $99.99
- Wealthvision Pro + AI Monthly $9.99
- Wealthvision Pro + AI 3 Months $26.99
- Wealthvision Pro 6 Months $24.99
- Wealthvision Pro Yearly $49.99
- Wealthvision Pro Monthly $4.99
- Wealthvision Pro 3 Months $13.49
- Copyright
- © 2026 Wealthvision