Urgently fixed an issue that prevented Theme Pass purchases. WealthX makes complex financial management feel more natural. You don’t have to repeat the same setup or search crowded pages for what matters. When you need it, the next step is already there. You still make every decision. • Smart Flows: Based on recent activity and spending frequency, likely Flows appear when you may need them. Choose a Flow, enter the amount, and the record is done. • Smart Budget: Reviews historical transactions and current budgets, then suggests raising or lowering a future budget or changing its time frame. Nothing changes until you confirm. • Split Bill: Split one actual payment across multiple budgets while keeping every purpose clear. • Shared expenses, reimbursements, and refunds: Record someone’s share of a group expense, a reimbursement, or a full or partial refund while keeping the original payment visible. • Richer cashflow insights: Use Change, Concentration, and Cashflow Structure to see trends that deserve attention. • Redesigned across most pages: Clearer visual hierarchy helps you focus, while consistent icons make recurring, refunded, completed, and reconciled states easier to recognize. • More widgets, now free: Cashflow Calendar and Spending Heatmap widgets are now free. • Personalized themes: System, Light, and Dark themes are free; expanded themes are available with the corresponding access. • WealthX requires iOS 26 or iPadOS 26 or later.

WealthX 3.0 makes complex financial management feel more natural. You don’t have to repeat the same setup or search crowded pages for what matters. When you need it, the next step is already there. You still make every decision. • Smart Flows: Based on recent activity and spending frequency, likely Flows appear when you may need them. Choose a Flow, enter the amount, and the record is done. • Smart Budget: Reviews historical transactions and current budgets, then suggests raising or lowering a future budget or changing its time frame. Nothing changes until you confirm. • Split Bill: Split one actual payment across multiple budgets while keeping every purpose clear. • Shared expenses, reimbursements, and refunds: Record someone’s share of a group expense, a reimbursement, or a full or partial refund while keeping the original payment visible. • Richer cashflow insights: Use Change, Concentration, and Cashflow Structure to see trends that deserve attention. • Redesigned across most pages: Clearer visual hierarchy helps you focus, while consistent icons make recurring, refunded, completed, and reconciled states easier to recognize. • More widgets, now free: Cashflow Calendar and Spending Heatmap widgets are now free. • Personalized themes: System, Light, and Dark themes are free; expanded themes are available with the corresponding access. • WealthX 3.0 requires iOS 26 or iPadOS 26 or later.

• Refined the Goals and Scenarios experience with a cleaner interface. • New shared-expense and reimbursement tools. Add them from the top menu in Transaction Details to record group meals, company dinners, and more. • New investment statistics charts, powered by EODHD market data, for a clearer view of your portfolio. • We continue to improve your experience.

• Added support for Apple Watch and widgets. • Expanded budget templates in preparation for future smart features. • Fixed bugs and improved stability and performance.

• Fixed known issues and improved overall app stability. • Optimized interactions and performance for a smoother experience.

• Redesigned account, budget, and transaction pages with a clearer matrix-style layout. • Moved transaction flow actions into a shortcut menu, keeping frequent actions closer and pages cleaner. • Added an income and expense calendar widget for checking daily income and spending changes on the Home Screen. • Users in the United States can now subscribe to WealthX Pro through Stripe.

• Improved UI interactions across all statistics charts. • Expense-by-hour statistics moved from Overview to the Cash Flow chart and are now available through the statistics unit switcher. • Cash Flow map layer settings are now consolidated in the map menu. • Transaction Flow location recognition now matches more precisely against your past records.

Bug fixes and improvements.

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

What's new in 2.1.3: • Added privacy protection for account balances • Improved amount formatting

What's new in 2.1.2: • Improved stability and a smoother day-to-day experience • Multiple bug fixes and cleaner flows across core screens • Polished details for faster, more reliable entry

This update includes several practical improvements: • More precise location results, plus multi-level stats in Cashflow Map • Math support in amount input for faster entry • Income and expense summaries for custom date ranges in account details • New Goal Tracker widget

Goal Tracker: Track savings goals in a dedicated workflow, with target amount, deadline, and progress in one place. Smart Budget: Review suggestions based on spending trends and budget progress, including amount adjustments, period changes, and archiving inactive budgets.

Improved stability and performance.

Improved stability and performance.

Improved stability and performance.

WealthX 2.0 is here with a more complete view of your finances. 1. New Investments module for investment accounts, holdings, buys, sells, deposits, and withdrawals. 2. New Global Search across transactions, accounts, budgets, holdings, investment trades, and Flows. 3. All-new insights pages with overviews, trends, breakdowns, and Cashflow Map views. 4. New Tips to help you learn budgets, Flows, investments, and insights faster. 5. Improved reconcile and refund workflows for clearer balance adjustments, full refunds, partial refunds, and returns.

Improved stability and performance.

What’s New • Redesigned data import with smarter account and budget linking • Multi-currency imports now available for WealthX Pro • Built-in templates for iCost and Qianji, no manual mapping required • More reliable exports for seamless re-import • Expanded icon system with additional SF Symbols, emoji support, and quick access to recent custom images • Refined account and budget pages for a cleaner, smoother experience

We believe a simple yet powerful financial ecosystem can bring great convenience to your life and help you manage your wealth more effectively. This belief is what drives us to continuously improve WealthX. This version introduces an all-new Overview page, giving you a clear snapshot of your income, expenses, and budget status at a glance. You can switch between multiple time ranges to view and compare trends, helping you identify financial patterns and potential issues earlier. Subscribers can further unlock location-based insights to discover where they spend the most.

1. Added account creation and budget templates — quickly set them up during onboarding or on the Add page (tap the blue icon next to the name). 2. Improved UI and interactions across multiple pages. 3. Added scenario filtering to the spending distribution chart. 4. Improved budget group stats in widgets.

Icon updates: transfers, add transactions UI improvements: income & expense map, budget progress ring

• Added Smart Flows, which automatically surface your frequently used transaction flows based on your past activity, available on the Today view and widgets. • Bug fixes and performance improvements.

What’s New in 1.4.1: • Scheduled Flows now support custom reminder times • Custom time ranges for account details and all statistical charts • New expense distribution chart • Satellite map view added to CashFlow Map • Budget creation now automatically links to the current scenario • Widget UI improvements

Refunds • Swipe transactions to create refunds instantly Scenarios • Switch seamlessly between personal, family, or multi-currency setups Planned Flows • Scheduled reminders for variable expenses Improvements • UI refinements • Bug fixes and performance improvements