WealthPosition: Budget, Track

Financial Enterprise

About this app

WealthPosition is a personal finance app. We provide the financial tools to track, plan, budget and forecast your financial independence journey.

This is a application is released as a PWA. To view the latest updates go to www.wealthposition.com/release_notes

Key Features

Income, Expenditure, Assets, Liabilities and Wealth
You can track, budget and forecast it all in as much or little detail as you want. We provide consolidated and detailed financial overview which you can summarise by week, month or year to track and plan your progress. See all of your bank accounts, investments, credit cards, mortgages and loans.

Custom categorisation, Bank sync, CSV import and manual transaction entry
You can sync, import and enter transactions in any way you want. Synced transactions can be edited and categorised however you want. If you don't want to connect to your bank, we have powerful import cleaning tools and custom manual entry templates to speed up your transaction entry process. We give you full control.

60 year forecast
You can view what your financial position will be up to 60 years in the future. You can build your forecast in as much detail as you want. Plan for significant life events, figure out how long it will take you to reach your savings targets, pay off debt and achieve your financial independence goals.

Multi-currency and Cryptocurrency support
We support 156 different currencies and 573 different crypto currencies. You can have accounts and enter transactions in any currency. Wealth Position will automatically convert amounts to show your balances each day in any currency.

No ads
We don't sell your data and we don't show any adverts on our service. Your data belongs to you and you have full control.

Multi device support
Our service is available on any device with an internet browser. You can use it on desktops, laptops, tablets and mobile phones.

Ratings and reviews

I've been using Wealth Position budget app for 3 years and it has been amazing to track my complicated finances. I have to travel a lot so the multi-currency support is brilliant. I can enter transactions and accounts in any currency and the app will convert everything into my main currency based on the exchange rate each day, so that I always have a good idea of how much I'm spending. The developer has also been really helpful whenever I've had a question. I highly recommend trying this app.

Litterally the PERFECT app for tracking spending and Net worth. Link all accounts and see visually where all your money is or going. I can't believe people use other apps this needs to be at the top of the list for budget apps. This is exactly what I wanted. Super easy to use and intuitive with higher levels of sophistication offered as well.

This is a fantastic app. I've been using the Wealth Position desktop and mobile versions for the last 4 years to manage my family finances. It has really given us clarity and a way to plan on achieving our financial goals. I've tried a lot of budget apps, but this is the only one which really works for our needs. I love how you can see your income, expenditure, assets and liabilities each month or year in columns on the dashboard. It makes it so easy to see your trends and plan for the future.

What’s new

Feature updates, bugfixes and performance improvements.
Go to https://www.wealthposition.com/app/release_notes for a full list of changes