Wealthra

Personal Finance & Budgeting

Free · Designed for iPad. Not verified for macOS.

Your complete financial picture — one app. Wealthra brings together your bank accounts, investments, superannuation, bills, and goals into a single dashboard. Built specifically for Australians — not a US app with a currency toggle. Connect your banks securely via Open Banking (CDR-compliant through Basiq) and watch your transactions flow in automatically. No more manual spreadsheets or logging into five different apps. DASHBOARD & NET WORTH See your full financial position at a glance. Track net worth over time across all accounts, investments, property, and liabilities. View household totals for couples and families. SMART TRANSACTIONS Every transaction is automatically categorised using intelligent rules and AI. Split transactions, add tags, attach receipts, and search across all your accounts instantly. Bulk edit and organise with ease. BUDGETS THAT WORK Create budgets by category with flexible frequencies — weekly, fortnightly, or monthly. See real-time spending progress and get alerts before you overspend. Forecast your cash flow ahead. AUTOMATED RULES Set up rules to automatically categorise, tag, and organise transactions as they arrive. Priority-based rule engine with AI suggestions means less manual work over time. AI FINANCIAL COACH Get personalised insights about your spending patterns. Ask questions, receive budget suggestions, and get smart alerts tailored to your financial behaviour. INVESTMENTS & SUPER Track shares, ETFs, managed funds, crypto, and property in one portfolio view. Monitor superannuation balances, see allocation breakdowns, and track dividend income. BNPL TRACKING Keep on top of Afterpay, Zip, Klarna, and other buy now pay later commitments. See upcoming instalments, total obligations, and how BNPL impacts your budget. BILLS & GOALS Never miss a bill again with upcoming payment tracking. Set savings goals, monitor progress, and plan for the future with scenario modelling. REPORTS & DOCUMENTS Generate spending reports, income summaries, and tax-time breakdowns. Store receipts and documents with OCR search — everything organised when you need it. SECURITY FIRST Bank-level encryption (AES-256). Multi-factor authentication. CDR-compliant read-only bank access — we can never move your money. Your data is never sold. BUILT FOR AUSTRALIA Australian dollar formatting, fortnightly pay cycles, superannuation tracking, and terminology that makes sense. Supports all major Australian banks via Open Banking. Free to start. Powerful when you need it.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

Improved Transactions filters — dropdowns now use a smooth bottom sheet with live search, making it easy to find accounts and bank feeds quickly. Added the ability to add bank accounts to an existing institution connection from the Bank Connections screen. Fixed a bug where pending transactions became locked after a categorisation rule was applied. Fixed unread notification count not updating correctly after marking notifications as read. Performance and stability improvements.

Version 1.7.0

The developer, Wealthra Pty Ltd, 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:

    • Purchases
    • Contact Info
    • User Content
    • Identifiers

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Financial Info
    • Diagnostics

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
  • Wealthra Pty Ltd
Size
  • 38 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.
Languages
  • English
Age Rating
4+
Copyright
  • © Wealthra Pty Ltd
  • Developer Website
  • Privacy Policy

    • You Might Also Like