# Wealthvision

> Wealthvision (iPhone/iPad app by Vincent Zhang.)

- Source: https://appshunter.io/ios/app/wealthvision/id6757682757 (this page in markdown: same URL + `.md`)
- Developer: [Vincent Zhang](https://appshunter.io/developer/1868256258)
- Category: Finance
- Price: Free with in-app purchases
- Age rating: 17+
- Requires: iOS 15.1 · 40 MB
- Languages: American English
- Released: 2026-02-03
- Data updated: 2026-09-27
- User reviews in markdown: https://appshunter.io/ios/app/wealthvision/id6757682757/reviews.md

## What is Wealthvision?

Privacy-first personal financial insights and budgeting.

Wealthvision is personal finance, privately yours. Track spending, budgets, savings, and goals — without ever handing over your banking credentials.

Instead of connecting to your bank, Wealthvision works from the CSV statements you download yourself. Import credit card, chequing, and savings statements, and everything is parsed and stored on your device.

TRACK EVERYTHING, PRIVATELY
• Import CSV statements from major Canadian banks and any generic CSV
• Multiple accounts side by side, with per-account balances and net worth
• All data stored on-device — nothing is uploaded

UNDERSTAND YOUR MONEY
• Spending by category with interactive charts
• Savings rate, income analysis, and month-to-month trends
• A yearly Wrapped: your top categories, merchants, and milestones

PLAN AHEAD
• Category budgets with alerts, pace projections, and period comparisons
• Savings goals with allocation tracking
• Spending forecasts against your budgets

PRO + AI (optional subscription)
• AI Advisor: personalized insights and a financial health score
• Smart merchant identification and bulk categorization
• AI-generated yearly summary
• Privacy-first: you see and approve exactly what's shared before any AI request

Your account (email, Google, or Apple) exists only for sign-in and subscriptions — your financial data is never attached to it.

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Wealthvision Pro 3 Months | $13.49 | per 3 months |
| Wealthvision Pro Monthly | $4.99 | per month |
| Wealthvision Pro Yearly | $49.99 | per year |
| Wealthvision Pro 6 Months | $24.99 | per 6 months |
| Wealthvision Pro + AI 3 Months | $26.99 | per 3 months |
| Wealthvision Pro + AI Monthly | $9.99 | per month |
| Wealthvision Pro + AI Yearly | $99.99 | per year |
| Wealthvision Pro + AI 6 Months | $49.99 | per 6 months |



## Version history (last 5 releases)

### 1.0.9 — 2026-08-20

- UI/UX Refinements.
- Feature enhancements.

### 1.0.8 — 2026-07-19

- Minor bug fixes.

### 1.0.7 — 2026-07-17

• Sign in with Apple - one tap to create your account or sign in
• Redesigned Budgets & Goals: a cleaner budget list, a simpler way to create budgets, and a new full-screen AI Advisor for insights and your financial health score
• Goals now show funding progress at a glance, with tap-to-adjust savings allocation
• Sharper layout and alignment throughout, plus small fixes

### 1.0.6 — 2026-04-11

- new feature: easily review weekly expenses with quick filters
- less manual work: enhanced auto column detection for credit card csv uploads
- improved user experience: enhanced column mapping ease-of-use

### 1.0.5 — 2026-03-25

- New and enhanced Expense Trends graph for clearer visualization.
- New recurring subscriptions detection and dashboard to easily track your subscriptions.
- New monthly comparison dashboard to identify which categories increased or decreased.

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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 2026-09-27.*