Best Wlthywise Apps

5.0(6 ratings)

FreeIn-App Purchases

Manage and strategize your credit card debt repayment with personalized plans. Input your balances and choose between minimum payments, the snowball method, or the avalanche method for a clear path to financial freedom.

YNAB by You Need A Budget LLC

Never worry about money again

Strong Contender

4.8😊(62K ratings)

FreeIn-App Purchases

#6in Finance

This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.

What We Love

💰 Helps save money
👍 Intuitive and easy to use
🚀 Efficient budgeting system
🤝 Helpful for couples/families
🧠 Changes financial mindset
💻 Seamless desktop and mobile experience

Room to Improve

🔍 Steep learning curve
🔌 Connectivity issues with some banks
💰 Expensive subscription
🕰️ Reconciliation process could be improved
📱 Mobile app lacks some features of web version

Beyond Finance by Beyond Finance Inc.

Worth Considering

Finhabits: Invest My Money

4.9😐(19K ratings)

Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

What We Love

👍 Best finance help
🙌 Exceptional service and customer support
💰 Debt reduced substantially
🤝 Helpful and friendly representatives
🗓️ Steady progress in resolving debt
🏆 Life-changing results

Room to Improve

🚨 Negative impact on credit score
💰 High fees and settlement costs
⏱️ Slow progress in resolving debt
🤔 Misleading information provided
🚫 Accounts not settled as promised

More Wlthywise apps to explore

Invest, Learn, and Protect

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

(22K)

Quicken: Budget & Track Money

Investing, Spending, Net Worth

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

(12K)

by Ameriprise Financial, Inc.

Ameriprise Financial

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

(236K)

Dollarwise: Budget & Tracking

Rewrite your money story.

Automatic account syncingReal-time spending overviewAI-enhanced financial suggestions

Effortlessly manage your finances with automatic account syncing and AI-powered insights. See your available spending money at a glance, track bills, debt, and savings, and gain actionable advice to improve your financial habits without complex charts.

(3.8K)

PocketGuard・Budget Planner App

Expense & Subscription Manager

Automatic expense trackingBill and subscription monitoringDisposable income calculation

This app simplifies personal finance by automatically tracking expenses and bills. It helps you understand your disposable income, analyze spending habits, and manage subscriptions to save money. Set financial goals and create debt-payoff plans with smart algorithms.

(7.7K)

Voya

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

(404K)

Cowrywise: Save & Invest Money

Save. Invest. Get richer daily

Automated savings plansEarn double-digit interestGroup savings with Circles

Securely save and invest money with access to Nigerian mutual funds and stocks. Automate savings, earn competitive interest, and build wealth at your own pace. Your funds are professionally managed and protected by robust security measures.

(13K)

Fidelity workplace benefits

NetBenefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Buddy: Budget Planner App

(29K)

free

Bill Tracker & Money Manager

Create personal budgetsShared budgeting for couples/groupsConnect bank accounts for transaction import

This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.

(9.5K)

Financial and Bill Organizer

Mobills - Budget Planner

Track expenses and incomeCreate custom budgetsManage credit cards

Take control of your money with this comprehensive budget planning app. Track expenses, manage bills, and set financial goals to achieve peace of mind. Analyze your spending with intuitive graphs and reports.

Financial Care starts here

On-demand financial assistantsTailored financial solutionsDebt management tools

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

Cleo AI: Cash Advance & Budget

(1.5K)

free

Credit Builder & Savings Goals

AI-powered financial chatBudgeting and spending trackingCash advances up to $250

This AI-powered financial assistant helps you manage your money through conversational chat. It offers budgeting tools, savings accounts with high APY, credit building features, and cash advances without interest or credit checks.

Wallet - Daily Budget & Profit

(263K)

freemium

Personal Expense Tracker

Automatic bank synchronizationExpense and income trackingInsightful reports and charts

Manage your personal finances with this comprehensive tool. Track expenses automatically, plan budgets, and gain insights into your spending habits. It helps you save money, manage debt, and plan for the future by consolidating all your financial information.

(5.9K)

Origin: AI Budget and Track

Spending, Saving, & Net Worth

Securely connect financial accountsTrack spending, cash flow, subscriptions, and billsBuild AI-powered budgets

Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.

(3.8K)

by New York City Deferred Compensation Plan

NYC DCP

All-in-one account managementRetirement income modelingVideo education and live chat

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.