Wealth Position: Budget Track 17+
Budget Financial Independence
Financial Enterprise Ltd
Designed for iPad
-
- Free
Screenshots
Description
We provide the tools, you plan the journey.
Track, plan, budget and forecast your financial independence journey.
Wealth Position 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 Wealth ###
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.
Ratings and Reviews
Best Financial Planning App Hands Down!
After Mint finally forced me to find an alternative, I thoroughly reviewed the top competitors and found this hidden gem called Wealth Position. You won't see it highlighted on any of the big articles yet, but don't let that fool you, Wealth Position not only can hold its own with the big names, but it actually beats them in several areas.
In particular Wealth Position gives a lot of control over your finances and not just gimmicks. It has budgeting and auto synchronization with your bank accounts like pretty much all the other ones, but where it differentiates itself is in how it allows you to drill down into the nuances of all your transactions, net worth, and cash flow. It's essentially a personal accounting application. I also appreciate the fact that it allows you to adjust and fine tune your budget and transactions for any given date (past, present, and future) not just the current month.
It takes a little bit more effort to fully set it up, but it is worth it as it gives you a wealth of information especially with regards on what to expect not just in the short term, but the long term all the way to retirement.
Finally, their customer support team is amazing and extremely responsive. I'm also particularly impressed at how fast they implement suggestions when they are particularly straightforward, usually within a day or two.
Best Financial Planning App Hands Down!
After Mint finally forced me to find an alternative, I thoroughly reviewed the top competitors and found this hidden gem called Wealth Position. You won't see it highlighted on any of the big articles yet, but don't let that fool you, Wealth Position not only can hold its own with the big names, but it actually beats them in several areas.
In particular Wealth Position gives a lot of control over your finances and not just gimmicks. It has budgeting and auto synchronization with your bank accounts like pretty much all the other ones, but where it differentiates itself is in how it allows you to drill down into the nuances of all your transactions, net worth, and cash flow. It's essentially a personal accounting application. I also appreciate the fact that it allows you to adjust and fine tune your budget and transactions for any given date (past, present, and future) not just the current month.
It takes a little bit more effort to fully set it up, but it is worth it as it gives you a wealth of information especially with regards on what to expect not just in the short term, but the long term all the way to retirement.
Finally, their customer support team is amazing and extremely responsive. I'm also particularly impressed at how fast they implement suggestions when they are particularly straightforward, usually within a day or two.
Great app
One of the cleanest UX I’ve seen on a budget app. Easy to navigate and understand your finances. Can keep it simple or really get down to the nitty gritty as this thing has extensive features. Definitely different from other apps. Also, the web version is pretty neat and intuitive. Highly recommend giving this a try.
App Privacy
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, for example, based on the features you use or your age. Learn More
Information
- Seller
- Financial Enterprise Ltd
- Size
- 3.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 17+
- Copyright
- © 2018 Financial Enterprise Ltd
- Price
- Free