View consolidated financial accounts from multiple institutions in one place. Track personal net worth and compare it to others. Set financial goals and receive progress updates. Share achievements and engage with a community of users.
by Wealthgrade, Inc.★ 4.68 ratingsFinanceFreeData updated 2026-09-06
Calculate needs with accurate projections and monthly withdrawal estimates. Receive personalized advice to adjust savings strategies. Set financial goals and track progress over time. Adjust plans based on income and expenses.
Track expenses with categorized spending insights. Identify high-cost areas and receive alerts when budgets are exceeded. Set spending limits and monitor progress toward financial goals. Sync data across devices and view detailed reports.
Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage spending habits with customizable insights.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending limits. Transfer funds between accounts and pay bills directly.
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds between accounts. Pay bills and manage budgets.
Track and manage recurring payments with automatic detection of . unwanted and identify hidden charges. Monitor monthly expenses and control Apple iTunes purchases. Organize for better financial oversight.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending limits. Export statements and track account activity.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds between accounts. Pay bills directly.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for balance changes and receive notifications.
Aggregate financial accounts from multiple institutions into one dashboard. View real-time balances and transaction history. Set budget alerts and track spending. Transfer funds between accounts and receive account statements.
Build a financial plan by answering lifestyle questions. Connect bank accounts via Plaid to receive a financial breakdown. Set goals to achieve financial freedom without professional advice.
Track stock prices and market data with real-time quotes and charts. View company news and analyst ratings. Set price alerts and monitor portfolio performance. Analyze historical data and compare stocks. Share insights and research notes.
Track net worth, monitor assets, consolidate finances
Track real estate values and home equity. Monitor vehicle values and maintenance records. Consolidate financial assets and investments in one place. Calculate net worth and view detailed asset insights. Set reminders for financial goals and expenses.
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending limits. Export statements and contact support through the .
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for balance changes and spending patterns. Manage budgets and view spending reports.