# Wiselet: Personal Finance — Accounts, budgets, investing > Comprehensive personal finance management app for macOS and iOS. (iPhone/iPad app by Jorge Grima.) - Source: https://appshunter.io/ios/app/wiselet-personal-finance/id6755127859 (this page in markdown: same URL + `.md`) - Developer: [Jorge Grima](https://appshunter.io/developer/1781073004) - Category: Finance, Business - Price: Free with in-app purchases - Age rating: 4+ - Requires: iOS 17.5 · 24 MB - Languages: American English, European Spanish - Released: 2025-11-20 - Data updated: 2026-09-08 - Monetization: freemium - User reviews in markdown: https://appshunter.io/ios/app/wiselet-personal-finance/id6755127859/reviews.md ## What is Wiselet? Wiselet puts your whole financial picture in one app: what you own, what you owe, what leaves your account every month, and what you are building. No bank connection, no sign-up, no ads. Your data lives on your device and syncs between iPhone and Mac through your own iCloud — it never touches a server of ours. YOUR NET WORTH AT A GLANCE • Your real net worth: accounts plus investments, in your currency. • Accounts in several currencies, converted automatically. • Transactions by category, with trend and breakdown charts. • Quick expenses, to log the everyday stuff in two taps. SUBSCRIPTIONS AND DEBTS • Every subscription with its next charge and what it costs you a month and a year. • A reminder before each renewal, and a Calendar event if you want one. • Debts both ways: what people owe you and what you owe, by person. • Settle a debt and the transaction is recorded for you. GOALS AND BUDGETS • Saving goals with a date, that tell you whether you are ahead or behind. • Budgets by category or global: weekly, monthly, quarterly or yearly. • They update themselves with every expense you log. INVESTMENTS • Live prices for stocks, ETFs and funds. • As many wallets as you need, each with its uninvested cash. • Today's return and total return, per holding and per wallet. • A record of your sales, with the gains you actually realised. WORK INCOME • Payslips with the gross, the deductions and the net that reaches your account. • Income tax, social security and employer contributions, at the rates you set. • Recurring payslips and a forecast for the rest of the year. ON IPHONE AND ON MAC The Mac version is not a cut-down mirror: same data, same screens, native sidebar. Start something on the iPhone and finish it on the Mac. PRIVACY • No email, no password, no account: there is nothing to sign up for. • Your finances are stored on device and synced through your private iCloud. • No ads, no profiling, no data sold. • No bank connection: you enter your movements yourself, so no banking credentials are ever involved. Prices and exchange rates come from public sources and may be delayed. Wiselet is a tool for recording and tracking your money; it does not provide financial advice. ## Key features - Unlimited account management - Detailed transaction tracking - Debt and obligation management - Subscription tracking with calendar view - Investment portfolio monitoring - Work income tracking - CloudKit sync across Apple devices ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Monthly | $1.99 | per month | | Yearly | $8.99 | per year | ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/wiselet-personal-finance/id6755127859/reviews.md ### 5/5 — Great App - Privacy Focused *2025-11-25* Excellent app for managing your finances while keep privacy front and center. ## Frequently asked questions about Wiselet ### What is Wiselet? Wiselet is a comprehensive financial management app for macOS and iOS. It allows users to manage accounts, track transactions, monitor debts, subscriptions, and investment portfolios all within one application. ### Is Wiselet free to use? Wiselet offers a free version for basic financial management. However, it also provides subscription plans for advanced features, including monthly and yearly options with a 14-day free trial. ### What are the subscription plans for Wiselet? Wiselet offers a Monthly subscription for $1.99/month and a Yearly subscription for $8.99/year. Both plans include a 14-day free trial. ### How secure is Wiselet? Wiselet prioritizes privacy and security by using Apple's CloudKit technology for data synchronization. Your financial data is stored in your private iCloud account and is not shared with third parties. ### Does Wiselet support multiple currencies? Yes, Wiselet supports multi-currency management with automatic formatting, allowing you to work with any currency for your financial tracking needs. ### Can I track investments with Wiselet? Yes, Wiselet includes an investment portfolio feature that allows you to monitor your entire portfolio with real-time stock quotes, P&L tracking, and historical data charts. Stock prices refresh automatically. ### Does Wiselet have ads? No, Wiselet is ad-free, providing an uninterrupted financial management experience for its users. ### What devices does Wiselet support? Wiselet is designed exclusively for Apple devices and supports both macOS and iPhone. ## Version history (last 5 releases) ### 2.0.1 — 2026-09-02 Minor fixes ### 2.0.0 — 2026-08-28 Wiselet 2.0 is a thorough overhaul of how your data is stored and synced. • New iCloud sync: changes show up on your other device as soon as you make them, without waiting for the app to open. • Deletions now propagate properly, and conflicts between devices resolve consistently. • Wiselet for Mac, with the same screens as iPhone and a native sidebar. • Fixed a double currency conversion in portfolio returns. • Fixed global budgets, which in some cases came back attached to a category. • Wallet cash and broker movements now work the same way on iPhone and Mac. • More reliable subscription reminders and daily summary. • Completed the Spanish translations on the Budgets screen. ### 1.2.1 — 2026-03-08 - Keyboard dismisser. ### 1.1.1 — 2026-02-24 - Minor fixes ### 1.1.0 — 2026-02-18 Global launch! ## More apps by Jorge Grima - [Wivio](https://appshunter.io/ios/app/wivio/id6749204669) All apps by Jorge Grima: https://appshunter.io/developer/1781073004 --- *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 2026-09-08.*