WealthYogi: Net Worth & FIRE

WealthYogi: Net Worth & FIRE

Your Money Has a Health Score

3 ratings
2 reviews
Free
In-App Purchases

Details

Released
October 12, 2025
Updated
November 14, 2026
WealthYogi: Net Worth & FIRE screenshot #1 for iPhone
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About

Gain a comprehensive understanding of your financial health beyond just your balance. This app provides professional insights and a proprietary vitality score, all while ensuring 100% privacy by keeping your data on your device.

✓Deep-dive financial vitality audit
✓Zero-knowledge privacy (data stays on device)
✓Professional financial ratios
✓Proprietary Vitality Score
✓Multi-currency management (23+ currencies)
✓Manual asset/liability updates
✓3-day free trial
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What's New in WealthYogi

2.5.0

November 14, 2026

Alerts, a monthly Budget goal and Recurring payments, plus a fix for Face ID unlock. • Alerts: get a notification when new figures arrive. Your Financial Health score or an insight changes (everyone). With accounts connected through Apple Wallet (Premium): a subscription's price rises, a new recurring payment is found, a renewal is due soon, spending runs above your usual or above your income, a payment is unusually large, and a monthly recap. Switch each kind on or off in Settings › Alerts. Notifications show amounts, so they can be read on your lock screen. • Budget goal (Premium, connected accounts): set a monthly limit overall, for any category, or both, and see how the month is going: on track, close to the limit, or over. Optional alerts and a weekly check-in reminder. • Recurring payments (Premium, connected accounts): the subscriptions and regular bills found in your history, what they cost each month and what's due next. • Additional details: with accounts connected, your monthly income, expenses and debt payments are filled in from your recent history. Check them before you save. • Add account: wherever you add one, choose to add it by hand, connect it (iPhone) or import a CSV or Excel file. Fixes • Unlocking with Face ID could close the app. It now works, and asks for your face or finger only, so your phone's passcode no longer opens the app without your WealthYogi PIN. • A credit card or loan connected through Apple Wallet now counts as money you owe in your net worth and debt breakdown. Past net worth points for those accounts are recalculated. • File imports are stricter about amounts and dates they can't read, instead of guessing. • Smaller fixes to the default CNY to INR exchange rate, the paywall's savings figure and the net worth chart tooltip. Everything stays on your device. Connected-account transactions are stored encrypted and are never uploaded, exported, backed up or sent to analytics.

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Subscriptions & In-App Purchases

Yearly Subscription

Wealthyogi Yearly Subscription

$19.991 Year
3 Days trial
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User reviews

This app is top-notch! I absolutely love it! 😍👍

This app has a beautiful design, and I absolutely love it! 😍👍

Love The Concept

This is an app I didn’t know I needed to get on overview of my financial health in one place. I know the app is in its early stages but it has serious potential. What I love the most is the dashboard feature. Seeing the tickers scroll is a nice feature to get a quick glance. I love the tips for the areas of financial health and how to improve.
So far a few things I’d like to see, a more intuitive way of adding accounts and closing the screen after adding one. The only option is to select the arrow on the top right and intuitively Im used to the ‘x’ or done/close feature on the top left. Another alternative could be adding done/continue after adding an account. There’s no option for a checking account. It would also be nice to have categories for the account type. For example I have more than one checking account, one I use for bills only and another that I only receive income from work in before I transfer it out to my bill account. When updating/or editing accounts it would be cool in addition to being able to swipe to edit I could press the account for options or to quick add entries. I do know the app is still in early development but down the line I would love to add this as a widget. Excited to see it grow and what it can offer!
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Response from developer

Hi there! Thank you so much for the thoughtful and detailed review. We are thrilled to hear that the Financial Health Dashboard and the Pulse Check tips are already providing value to your financial journey—that is exactly why we built WealthYogi! We've taken your feedback and have already implemented changes: Navigation: We are adding a clearer close button to make exiting the 'Add Account' screen more intuitive. Checking Accounts: We have added 'Current Account' as a category (which serves as a Checking Account). Please use this option for now to organize your bills accounts! These updates will be available in the very next version. As we are in the early stages, feedback like yours is our primary compass. We’re working hard to make these improvements soon. Thank you for being an early adopter and for your patience as we grow! Stay Wealthy, Team WealthYogi

FAQ

Does WealthYogi have ads?

No, WealthYogi does not contain advertisements. The app is free to download and offers a premium subscription for advanced features.

What are the subscription costs for WealthYogi?

WealthYogi offers a monthly subscription for $4.99 and a yearly subscription for $49.99. Both plans include a 3-day free trial.

How does WealthYogi ensure user privacy?

WealthYogi prioritizes privacy by not requiring bank logins or cloud sync. All your financial data is kept exclusively on your device, ensuring zero-knowledge privacy.

What financial indicators does WealthYogi analyze?

WealthYogi analyzes over 10 financial indicators, including Liquidity, Debt-to-Asset ratio, and Cash Runway, providing insights similar to those used by high-net-worth advisors.

Can WealthYogi manage assets in different currencies?

Yes, WealthYogi supports multi-currency clarity, allowing you to manage global assets in over 23 different currencies with ease.

How often is WealthYogi updated?

The latest version of WealthYogi is 1.2.7, and it was last updated on January 13, 2026. Updates are released to improve functionality and add new features.

What devices is WealthYogi available on?

WealthYogi is available on iPhone, iPad, and iPod, making it accessible to a wide range of Apple users.

What is the Vitality Score in WealthYogi?

The Vitality Score is a proprietary metric developed by WealthYogi that provides a single, easy-to-understand measure of your current financial health.