WealthBuilder Planning vs Financial AI Advisor

WealthBuilder Planning. View your financial life. Anytime. Anywhere. Viewing your financial life in the WealthBuilder Planning software is just the first step of the planning process. If you are a paid subscriber, our fiduciary advisors will help you analyze, implement and monitor your financial plan, while giving you flexibility to adjust your plan based on changes in your circumstances. Request free access to WealthBuilder Planning at www.wealthbuilderplanning.com

AI Financial Advisor is your personal finance companion that helps you track expenses, create budgets, set goals, and get intelligent financial advice - all while keeping your data private and secure on your device. SEE YOUR FINANCIAL FUTURE (Unique Feature!) • View your projected account balance for ANY future date • See how recurring bills and income will affect your finances months ahead • Plan major purchases by checking your balance on specific dates • Adjust your spending today to meet future financial goals • Unlike other apps that only show past spending, we show you your financial future TRACK EVERYTHING • Log income, expenses, and transfers across multiple accounts • Organize transactions with customizable categories • Set up recurring transactions for bills and subscriptions • See your projected balance for any future date (unique forward-looking feature!) • Search and filter transactions instantly BUDGET LIKE A PRO • Create monthly budgets by category • Track spending vs. budget with visual progress bars • Get alerts when you're approaching your limits • Compare actual spending to your plan • Copy budgets month-to-month effortlessly ACHIEVE YOUR GOALS • Set savings goals with target amounts and dates • Track progress with beautiful visualizations • Add funds to goals and watch your progress grow • Celebrate when you reach your targets POWERFUL ANALYTICS • Year-to-date summary of income, expenses, and savings • Income vs. Expenses charts by month • Expenses breakdown by category (pie charts) • Balance trend over time • Filter analytics by account or combine them all AI-POWERED ADVICE (Pro Feature) • Get personalized financial recommendations • Budgeting tips tailored to your spending • Savings strategies based on your goals • Debt management guidance • Requires your own API key for maximum privacy and control PRIVACY FIRST • All data stored locally on your device • No account required - no sign up • Passcode and biometric (Face ID/Touch ID) protection • API keys encrypted in iOS Keychain • Export your data anytime (CSV) BEAUTIFULLY DESIGNED • Clean, modern interface • Dark and Light mode support • Intuitive navigation • Smooth animations • Accessibility features included FLEXIBLE • Support for multiple currencies • Multiple accounts (checking, savings, loans) • Loan tracking with interest calculations • Import transactions from Excel • Export for tax purposes Whether you're saving for a vacation, paying off debt, or just want to understand where your money goes, AI Financial Advisor gives you the tools and insights you need - without compromising your privacy. Privacy Policy can be found here: https://zloustech.github.io/ai-financial-advisor-policies/privacy-policy.html Terms of Service: https://zloustech.github.io/ai-financial-advisor-policies/terms-of-service.html Policies main page: https://zloustech.github.io/ai-financial-advisor-policies/ Download now and take the first step toward financial freedom!