Track income from multiple projects with detailed categorization. Record expenses for budget planning and financial organization. Log investment details to monitor performance and fund status. Generate statistical reports for financial analysis.
by Nazariion Savinon★ 5.08 ratingsFinanceFreeData updated 2026-09-06
Record expenses and income with intuitive entry screens. Categorize transactions and set budget limits. Track spending trends and receive alerts for overspending. Generate monthly reports and sync data across devices.
Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.
Track stock and mutual fund investments with detailed performance. Select investments, enter transaction dates and amounts. View stock and NAV charts. Monitor unlimited stocks and . Calculate total profit and losses.
Connect with Wealth via phone, email, or Facetime for personalized financial guidance. Read and share evidence-based investing articles. Watch educational interviews and documentaries on investment topics.
Wealth India Financial Services India Private Limited
Invest in and manage your portfolio
Invest in , index , and tax-saving options through SIPs. Track portfolio performance and view investment history. Set financial goals and receive expert guidance. Compare fund details and manage investments online.
Manage investments with pre-curated portfolios tailored for wealth growth. Track portfolio performance, set financial goals, and receive market insights. Adjust contributions and monitor expenses within the .
Track income and to manage budgeting and financial planning. Organize transactions and analyze spending patterns. Access accounts from any device via website or mobile. No login required.
Track employee funds in real time with instant access to account balances. Monitor transactions and financial records centrally. Eliminate manual report consolidation and double-entry bookkeeping.
Track expenses and manage budgets for creative projects. Set profit margins, add business branding, and include custom messages. Choose currency and round prices for clarity. Export reports and monitor financial performance.
Automate savings and bill payments. Set financial goals and track progress. View income and expense breakdowns. Receive suggestions and spending alerts. Manage multiple accounts and transfer funds. Lock accounts and view transaction history.
Track investments and manage portfolios with real-time updates and performance analytics. Set financial goals and receive personalized insights. Monitor transactions and access detailed reports. Share investment data securely with trusted contacts.
Manage finances with real-time balance checks, fund transfers, and bill payments. Deposit checks via photo, set transaction alerts, and lock cards remotely. Access non-financial services like bill payments and card management.
Track expenses by category and set monthly budgets. Add transactions manually or scan receipts for auto-fill. Manage recurring bills and plan spending without bank integration. View detailed spending reports and adjust budgets as needed.
View balances, complete transactions, track history
View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.
Track income and expenses with categorized entries. Log time spent on tasks and projects. Set budgets and receive alerts. Export data in multiple formats. Sync across devices and view detailed reports.
Track cash, savings, credit cards, assets, liabilities, and funds. Organize transactions by category or tag. Set budgets to control expenses. Schedule recurring transactions. View spending and income trends over time.
Track expenses by adding amounts and selecting categories. View current balance based on initial input. Set monthly budget limits per category. Update expenses instantly for real-time financial overview.
Manage investments with access to globally diversified portfolios. Set financial goals and create personalized plans. Track portfolio performance and adjust allocations. View detailed fund information and transaction history.