WealthX - Budget & Cashflow

Budgets, goals, and recurring money move on different schedules. WealthX lets you manage flexible budgets, track progress toward goals, and turn repeated transactions into reusable Flows. Follow investments alongside everyday money and stay ahead of what is coming next in your cash flow. Flexible Budgets Plan daily spending, trips, family needs, or longer projects by month, quarter, year, or project-like context. Keep each purpose focused without forcing everything into one monthly view. Goal Tracker Set savings goals and longer-term financial targets. Link accounts and milestones to follow progress as everyday spending changes. Flows Create reusable patterns for recurring income, expenses, transfers, refunds, and bills. Planned Flows help you prepare recurring records and confirm the final amount when it arrives. Investment Portfolio Track investment accounts, holdings, trades, deposits, withdrawals, buys, sells, and market value alongside your broader finances. WealthX records and organizes your information; it does not provide investment advice. Cash Flow and Insights Review how money moves over time. Search transactions, accounts, budgets, holdings, and Flows, then use trends, breakdowns, widgets, and Cashflow Map as supporting views. (Location permission is required for Cashflow Map.) Privacy Finance records stay on your device or in your private iCloud database, depending on platform and settings. Export them when you need a portable copy. Privacy Policy: https://werd-portfolio.eric-dai.chatgpt.site/wealthx.html?lang=en-US#privacy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/