WealthX - Own Your Finances

WealthX - Own Your Finances

Unify, Reconcile & Analyze

0 ratings
1 review
Free
In-App Purchases

Details

Released
August 31, 2025
Updated
October 12, 2026

Features

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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

3.1.2

October 12, 2026

WealthX 3.1 makes day-to-day money management clearer and simpler. Check your statements. Connect your accounts. Keep shared expenses organised. Familiar routines now feel smoother. Every decision is still yours. • Tap to open details: Open account, budget, and other detail views with a tap instead of a long press. The information you need is easier to reach. • Reconciliation: Import supported bank or payment platform statements, check matches and differences, then confirm changes to your records. • Connect from Apple Wallet: With your permission, sync balances and transactions from supported financial institutions in the UK, as well as Apple Card, Savings and Apple Cash in the US. Bring eligible accounts into one view and cut down on manual entry. • Project Budgets — Prepayments and Expense Sharing: Record prepayments for trips, dinners, and other shared expenses. Assign each person's share, then see totals, amounts owed, and suggested transfers. Complete the actual payments and repayments before confirming checkout. • Liquid Glass interactions: Menus, buttons, and icons adopt a fresh glass design, with clearer visual hierarchy and more natural feedback as you interact. • New control themes: Choose Burgundy Red or Night Sky to give familiar controls a new look. • Redesigned Search: Tap the page title to bring up the search field. Find transactions, accounts, budgets, and goals. Pending Review brings transactions awaiting confirmation into one place. • Richer account and budget details: See more information about your accounts and budgets, with smoother interactions for checking activity and budget progress. • Bank and payment platform icons: An expanded library covers more banks and payment platforms around the world, with support for glass-style icons. Recognize accounts at a glance and keep their look consistent. • Rename Planned Flows: Tap a Planned Flow in the list to rename it. Make recurring income, expenses, and other plans easier to recognize. • Refined widgets: Updated layouts make key financial information easier to read on your Home Screen. • Loading and performance improvements: Improved loading and response across pages make everyday browsing and navigation feel smoother. • Polished icons: Refined icon styles make feature controls and transaction statuses easier to recognize.

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Subscriptions & In-App Purchases

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

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.