Manage your personal finances more effectively with WealthUp.
WealthUp is a personal financial recording and evaluation app that helps you understand your cash flow, allocate income to various budgets, monitor savings targets, and track debts and installments all from one place.
ORGANIZE INCOME INTO FINANCIAL ASSESSMENTS
Create budgets according to your needs, such as routine expenses, savings, emergency funds, education, or other plans. Determine the distribution percentage for each budget. When income is recorded, WealthUp will allocate it to active budgets based on your settings.
RECORD TRANSACTIONS NEATLY
• Record income by source, amount, date, and notes.
• Record expenses by category and source of funds.
• Transfer balance allocations between budgets without recording them as expenses.
• View transaction history and balance changes for each budget.
MONITOR SAVINGS ASSESSMENTS
Create targets with amounts and deadlines. Record contributions regularly, monitor progress, and then complete or archive goals when they are achieved.
MANAGE DEBT AND INSTALLMENTS
Record debt principal, interest, creditors, terms, and recipients. WealthUp helps you create installment schedules, record payments, monitor due dates, and view remaining liabilities.
EVALUATE FINANCIAL CONDITION
The dashboard displays a summary of your income, expenses, balances, fund distribution, targets, debts, reminders, and insights based on the data you record. The Financial Health feature helps evaluate your cash flow, emergency fund, debt ratio, and savings consistency.
WEALTHUP KEY FEATURES
• Financial accounts with distribution percentages and balance targets
• Automatic income distribution to active accounts
• Expense recording by category
• Fund allocation transfers between accounts
• Savings targets and progress monitoring
• Debt recording, installment schedules, and payments
• Transaction history and balance changes
• Cash flow and Financial Health summary
• Insights, reminders, user guides, and a help center
• Financial data reset and account deletion options
IMPORTANT NOTE
WealthUp is a personal financial recording and evaluation tool. WealthUp is not a bank, digital wallet, lending service, payment service, or investment platform. Inter-account transfers only transfer balance allocation records within the app and do not transfer funds through bank accounts.
The information, indicators, and insights displayed are not financial, investment, tax, legal, or accounting advice. The accuracy of the summary depends on the completeness of the data you enter.
The app requires an internet connection and a WealthUp account. Some features may require access verification.