WealthPosition: Budget Track

Spending, Net Worth, Investing

Free · Designed for iPad. Not verified for macOS.

Track & Plan Your Financial Journey Track all your accounts and transactions in one place. Create a plan to achieve your financial goals. WealthPosition is a personal finance app. We provide the financial tools to track, plan, budget and forecast your financial independence journey. KEY FEATURES ### Income, Expenditure, Assets, Liabilities and Net Worth ### You can track, budget and forecast it all in as much or little detail as you want. We provide consolidated and detailed financial overview which you can summarise by week, month or year to track and plan your progress. See all of your bank accounts, investments, credit cards, mortgages and loans. ### Custom categorisation, Bank sync, CSV import and manual transaction entry ### You can sync, import and enter transactions in any way you want. Synced transactions can be edited and categorised however you want. If you don't want to connect to your bank, we have powerful import cleaning tools and custom manual entry templates to speed up your transaction entry process. We give you full control. ### 60 year forecast ### You can view what your financial position will be up to 60 years in the future. You can build your forecast in as much detail as you want. Plan for significant life events, figure out how long it will take you to reach your savings targets, pay off debt and achieve your financial independence goals. ### Multi-currency and Cryptocurrency support ### We support 156 different currencies and 573 different crypto currencies. You can have accounts and enter transactions in any currency. Wealth Position will automatically convert amounts to show your balances each day in any currency. ### No ads ### We don't sell your data and we don't show any adverts on our service. Your data belongs to you and you have full control. ### Multi device support ### Our service is available on any device with an internet browser. You can use it on desktops, laptops, tablets and mobile phones.

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Feature updates, bugfixes and performance improvements. Go to https://www.wealthposition.com/release_notes for a full list of changes

Version 2

The developer, Financial Enterprise 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:

    • Financial Info
    • Contact Info
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary based, for example, 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

Size
  • 3 MB
Category
  • Finance
Compatibility
Requires iOS 16.6 or later.
  • iPhone
    Requires iOS 16.6 or later.
  • iPad
    Requires iPadOS 16.6 or later.
  • Mac
    Requires macOS 26.3 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
16+
Provider
Financial Enterprise Ltd
  • Financial Enterprise Ltd has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
  • DUNS Number
    228094409
  • Address
    2 Wanlip Road
    Syston
    LEICESTER
    LE7 1PA
    United Kingdom
  • Phone Number
    +44 7400134558
  • Email
    info@wealthposition.com
Copyright
  • © 2018 Financial Enterprise Ltd
  • Developer Website
  • Privacy Policy

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