Track expenses and categorize transactions. View net worth by linking accounts securely. Access daily AI-driven insights on portfolio performance. Set savings and investment goals. Automate debt repayment strategies.
by WealthZero, LLC★ 4.08 ratingsFinanceFreeData updated 2026-09-06
Organize financial accounts by connecting checking, savings, and credit cards. Track spending and debts. Set and monitor financial goals such as saving for college or paying off debt. Receive insights to guide financial decisions.
Track individual assets and total net worth across different asset classes and holdings. View top holdings and all positions. Analyze specific companies for detailed insights and data-driven decision-making.
Track debts with support for multiple currencies. Set repayment periods and receive reminders. View a list of people with aggregated details. Maintain a history of all debts and associated transactions.
Track income and expenses with categorized entries. Set and monitor budget envelopes for specific spending. View monthly summaries and net worth changes. Receive alerts for transactions and budget overages. Export financial data for record-keeping.
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
Record and track client debts and payments with real-time updates. Send automated WhatsApp messages with or payment details. View and manage accounts through a simple, intuitive interface.
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
Track expenses by connecting bank accounts and credit cards. Auto-categorize transactions to identify spending patterns. View daily spending breakdowns, recurring charges, and transaction history. Set budgets and monitor progress over time.