WealthX - Budget & Cashflow

WealthX - Budget & Cashflow

Budgets, Goals & Flows

0 ratings
1 review
Free
In-App Purchases

Details

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  • Updated

Features

WealthX - Budget & Cashflow screenshot #1 for iPhone
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About

Manage flexible budgets, track financial goals, and automate recurring transactions. Monitor investments alongside daily finances to stay ahead of your cash flow. Offers detailed insights and privacy-focused data storage.

Flexible budgeting by context
Goal tracking with linked accounts
Reusable recurring transaction patterns (Flows)
Investment portfolio tracking
Cash flow insights and visualization
On-device or private iCloud data storage
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What's New in WealthX

2.4

July 30, 2026

• Refined the Goals and Scenarios experience with a cleaner interface. • New shared-expense and reimbursement tools. Add them from the top menu in Transaction Details to record group meals, company dinners, and more. • New investment statistics charts, powered by EODHD market data, for a clearer view of your portfolio. • We continue to improve your experience.

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Subscription plans

WealthX Pro · Yearly

Full access to WealthX Pro, billed yearly

$34.991 Year
How to cancel WealthX subscription ⁉️

User reviews

使用了一下感觉不错

什么时候上终生版和Mac多端同步就更好了,直接下单

Response from developer

谢谢支持,WealthX目前处于快速扩展阶段,终生版目前暂不考虑推出。目前已适配iPad端UI;鉴于设备交互逻辑不同,我们对Mac端体验上的期待也非常高,Mac端的发布需要等等

FAQ

What is WealthX?

WealthX is a personal finance application designed to help users manage flexible budgets, track progress towards financial goals, and automate recurring transactions through reusable 'Flows'. It also allows for investment portfolio tracking and provides cash flow insights.

How does WealthX handle my financial data?

Your finance records are stored either on your device or within your private iCloud database, depending on your platform and settings. This ensures your sensitive financial information remains private and secure.

Can I track my investments with WealthX?

Yes, WealthX allows you to track your investment accounts, holdings, trades, deposits, withdrawals, and market value directly within the app, alongside your everyday finances.

What are 'Flows' in WealthX?

Flows are reusable patterns for recurring income, expenses, transfers, refunds, and bills. They help you prepare and manage these regular financial activities, ensuring you are prepared for upcoming transactions.

Does WealthX offer different subscription plans?

Yes, WealthX offers a 'WealthX Pro' subscription with two options: a monthly plan for $3.99 and a yearly plan for $34.99. These plans likely unlock additional features or remove limitations.

What devices is WealthX available on?

WealthX is available on Apple Watch, iPhone, and iPad, allowing you to manage your finances across multiple Apple devices.

How often is WealthX updated?

The app was last updated on July 30, 2026, indicating a recent focus on development and improvements. The latest version available is 2.4.

Does WealthX have ads?

Based on the provided data, WealthX does not have advertisements. Its monetization model is freemium, with optional in-app purchases and subscription plans.