The Wellspent money journal is the simplest and most powerful way to build good money habits, work towards financial goals and improve your well-being.
We’ve made money journaling simple, intuitive and rewarding. Here’s how:
All your spending in one place
Link any credit-card or bank account and see all your spending in one place. Don’t want to link your card? You can also record your spending manually.
Guided reflection on your spending
An intuitive experience that helps you stay on top of your spending without it feeling like a chore. Identify the choices that you found worth it, and the choices you’d like to avoid in the future.
Organize your spending in unique and personal ways
Create tags to match your spending to how you live your life. It’s an easy way to stay on top of your daily rituals or life events, like your morning coffee or occasional getaways. For example, if want to know how much you spend going out for drinks with friends, tag those transactions as #drinkswithfriends, or if you want to track and get a total cost of your trip to Thailand, use #Thailand2019.
Learn more about your spending habits and discover ways to save money without sacrificing what brings you joy
We’ll provide you with insights into your spending, so you can easily identify the spending that is letting you down—and the choices that are bringing you joy. Quickly understand which tags, merchants or categories bring you the most value and where most of your hard-earned money is going.
Search for your transactions
Searching for transactions or figuring out how much you spent at a particular merchant over any period of time is finally easy to do. Search by merchant, tag or category across any time period and get what the answers you need instantly.
Safe, secure and trusted
Being powered by RBC Ventures allows us to provide bank level security. We invested heavily into our security and data platform and use bank-level encryption and safety measures with read-only access. We never store your login credentials on our servers.
In this update, we added more customization controls for your transactions. You can now change the category associated with a transaction, block certain types of purchases from being tracked on Wellspent, and delete a transaction.
Next, we made suggested tags more readily available so they're easier and quicker to use.
We also updated tool-tips to describe new features.
Along with that, we fixed some bugs around user interface and accessibility.
Have ideas? Tell us via firstname.lastname@example.org
Ratings and Reviews
Please add a feature to quick tag things because as of right now tagging things is a real pain because you have to go into each purchases sub menu then click tags then choose a tag. You should be able to choose a tag and then label all of your purchases with that one tag, so you don’t take five or ten minutes to go through and tag all your purchases. Other than that, a good idea and a good app.
Developer Response ,
Thank you so much for your feedback. We are currently working on improving and simplifying the tagging experience so your timing is perfect. Stay tuned.
In order to make this more appealing and less frustrating to use- please allow for Touch ID sign in already. I see that others have requested the same. I spent 35 min trying to sign up, then sign in, then change passwords for my online accounts only to have to end up getting locked out again and start over. So at this point- I’m deleting the app. I’m over it.
Developer Response ,
We're sorry to hear you've had a frustrating experience so far. We do offer Touch ID to unlock the app. Once you're logged in go to Settings and tap on "Touch ID." From there you will be able to enable it. If you have any questions don't hesitate to reach out at email@example.com
Went through 6 screens of signup only to get a registration failed message for no clear reason.
Update: when I tried to create an account from scratch it said that the email is already in use 🤷🏻♂️
Developer Response ,
We sincerely apologize you experienced these issues. If you could please email us at firstname.lastname@example.org we will get this resolved for you asap. Thanks!
Up to six family members will be able to use this app with Family Sharing enabled.