Wealthly: Budget & Track Money

Wealthly: Budget & Track Money

Portfolio & Dividend Tracker

7 ratings
2 reviews
Free
With Ads

Details

  • Released
  • Updated
  • April 7, 2026
  • May 31, 2026

Features

Wealthly: Budget & Track Money screenshot #1 for iPhone
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Wealthly: Budget & Track Money screenshot #6 for iPhone
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About

Manage your finances with this comprehensive app. Link bank accounts, auto-categorize spending, track investments, and plan for retirement. Discover forgotten subscriptions and gain insights into your financial health.

Link bank and brokerage accounts
Auto-categorize spending
Subscription tracking
Net worth tracking
Investment and dividend tracking
Retirement planning
Ask Wealthly financial insights
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What's New in Wealthly

2.3.1

May 31, 2026

Reliable Brokerage Sync (Premium) Fixed an issue where syncing a brokerage with a larger portfolio could fail to refresh. Linking and re-syncing now work smoothly no matter how many holdings you have. Dividend figures fill in automatically a few seconds after each sync.

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User reviews

Premium Feel Without the Price Tag

Great budgeting and net worth tracking app! I’ve used several budgeting apps over the years, many with limitations or features hidden behind paywalls. So far I’m really enjoying this app with its nice interface and charts that makes managing my portfolio seamless and easy to visualize all for the price of free. I can only imagine how great of a value I’d get if I decided to upgrade to the paid version at some point in the future. If you’re looking for an all in one, one stop shop for all your personal finance needs, I can’t recommend this app enough! Give it a try, you won’t regret it!
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Very promising app

This app really makes it easy for you to track your budgets, stocks, and total wealth! As someone who is a dividend investor, I really appreciate the projected dividends throughout the year! I am looking forward to the changes going forward from the developer! Quick updates and very user friendly! 100% recommend!
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Response from developer

Thank you so much for the kind words! It means a lot to hear that you’re finding Wealthly useful especially for dividends. I’m actively updating new features and improvements. Stay tuned and appreciate the support!

Developer apps

FAQ

Does Wealthly have ads?

Yes, Wealthly contains advertisements. This is common for free personal finance applications that offer extensive features without a direct upfront cost.

What is the pricing for Wealthly?

Wealthly is available for free. While the core features are free, there are optional in-app purchases for premium functionalities.

What devices support Wealthly?

Wealthly is supported on iPhone and iPad devices, offering a seamless experience across Apple's mobile ecosystem.

How often is Wealthly updated?

The latest version, 2.3.1, was released on May 31, 2026. Updates typically address bugs, improve syncing reliability, and introduce new features for enhanced financial management.

What is the age rating for Wealthly?

Wealthly has an age rating of 12+, making it suitable for teenagers and adults managing their personal finances.

Can I link my bank accounts to Wealthly?

Yes, Wealthly allows you to link your bank and brokerage accounts for automatic transaction categorization and up-to-date financial tracking.

What are the premium features in Wealthly?

Premium features include advanced institutional holder tracking for stocks, a dividend simulator, and the ability to export polished PDF reports for retirement planning.

How does Wealthly help with subscriptions?

Wealthly automatically detects recurring charges, displays brand logos and monthly spend trends, and offers one-tap review or dismissal to help you manage and cancel unwanted subscriptions.