# Abundo Wealth

> Abundo Wealth (iPhone/iPad app by Abundo Wealth.)

- Source: https://appshunter.io/ios/app/abundo-wealth/id6477407136 (this page in markdown: same URL + `.md`)
- Developer: [Abundo Wealth](https://appshunter.io/developer/1729265419)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 42 MB
- Languages: American English
- Released: 2024-02-12
- Data updated: 2026-07-22
- User reviews in markdown: https://appshunter.io/ios/app/abundo-wealth/id6477407136/reviews.md

## What is Abundo Wealth?

Welcome to Abundo Wealth, the exclusive client portal designed to empower your financial journey! Our app is tailored for clients of Abundo Wealth, offering a seamless and secure gateway to your financial universe.

Features:

Personalized Dashboard: Get a comprehensive overview of your financial landscape. Our intuitive dashboard presents your assets, investments, and savings in a clear and actionable format.

Task Management: Stay on top of your financial goals with integrated task management through your Financial Story. Whether it's setting reminders for bill payments or scheduling meetings with your financial advisor, Abundo Wealth keeps you organized and proactive.

Secure Access: Your privacy and security are paramount. Abundo Wealth employs state-of-the-art encryption and authentication measures to protect your sensitive information.


## Version history (last 5 releases)

### 1.0.11 — 2026-07-21

What's new in 1.0.11

• Redesigned home screen with customizable widgets — add, remove, and reorder cards like Net Worth, Spending This Month, and Recent Transactions
• Transaction details now show which account each transaction came from
• Simpler spending controls: each transaction is either included in or excluded from your spending
• Fixed an issue that could prevent transaction rules from saving, with clearer error messages when something goes wrong

### 1.0.10 — 2026-07-08

What's new in 1.0.10

• Linking and reconnecting a bank account is far more reliable — no more getting stuck on a loading spinner if the connection stalls, with a clear message when something goes wrong.
• Your Net Worth and connected accounts now refresh automatically when you return to the screen, so changes made on the web or another device show up right away.
• Accounts removed elsewhere no longer linger as ghost rows — they clear out cleanly.
• Refreshed the "Add Account" menu with a cleaner, easier-to-scan layout.

### 1.0.9 — 2026-07-07

What's new in 1.0.9

• Rebuilt account linking on Plaid for a faster, more reliable connection to your bank and investment accounts, with support for more institutions.
• If you linked accounts previously, you'll be prompted to quickly reconnect them through the new experience.
• Fixed an Android sign-in issue where texted verification codes could fail with a "session expired" error.
• Improved stability and performance behind the scenes.

### 1.0.8 — 2026-05-12

What's new in 1.0.8

• New annual view on Budget — see a full year of spending and budgets at a glance
• Edit existing splits and balance them in one tap with "Add remaining"
• Quick Split and Add Rule buttons when tapping a transaction
• Flag specific budget categories for review, optionally pinned to a household member
• Refreshed sign-in screen
• Smoother trade execution with step-by-step custodian tutorials (Fidelity, Vanguard, Schwab)
• Tap your budget summary on the dashboard to jump straight to edits
• Layout polish across the app

### 1.0.7 — 2026-05-07

What's new in 1.0.7

Budget

Tag transactions and filter by tag
Split a single transaction across multiple categories
Add and edit notes on any transaction
New review workflow — set rules for which transactions need a second look, then clear them in one place
Refreshed spending chart
Net Worth

New "Connected Accounts" view — link new accounts and fix broken connections without losing your spot
Per-account edit and disconnect actions
YouVest

Drill into any holding for the full detail
Plus performance and stability improvements.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-22.*