My Wealthnote Key Features:
💰 Income & Expense Tracker
Track all your daily expenses and income in one place. Categorize transactions, monitor your cash flow, and act as your own money manager to understand exactly where your money goes with detailed reports and insights.
📊 Smart Budget Planner
Create a custom monthly budget planner for different spending categories. Monitor your progress in real time, set spending limits, and stay on track to reach your financial goals without overspending.
🎯 Financial Goals Tracker
Set custom financial goals such as buying a vehicle, building an emergency fund, purchasing a home, or saving for a vacation.
Create custom savings plans and goals
Plan target amounts and timelines
Contribute towards goals regularly
Track progress with visual indicators
Stay motivated as you move closer to financial independence
📈 Net Worth Tracker & Wealth Dashboard
Get a complete view of your financial health through our interactive wealth tracker and modern dashboard featuring:
Live net worth tracking
Comprehensive assets and liabilities overview
Income and expense trends
Financial forecasting and growth insights
Beautiful charts and visual reports
👨👩👧👦 Shared Budget & Family Finance
Manage finances for the entire household in one place using a shared household ledger.
Add family members
Track individual transactions
Monitor family spending and shared bills
Maintain organized financial records for parents, your spouse, children, and dependents
🔒 Secure Privacy Mode
Protect your sensitive financial information with Privacy Mode.
Hide sensitive amounts instantly
Prevent others from viewing your financial details
Safeguard your data when using your budget app in public
📈 Investment Portfolio Monitoring
Track all your investments from a single dashboard to see the big picture.
Stocks & Mutual funds
Gold & Real estate
Fixed deposits & Other investment categories
Monitor portfolio performance and understand how they contribute to your overall net worth
💳 Debt Payoff Planner & Loan Tracking
Stay on top of your borrowings with our built-in debt management tools.
Track active loans taken
Monitor outstanding balances
Record principal and interest separately
View your complete repayment history
🤝 Money Lent & Borrowed Tracker
Keep a reliable spending log of money you've given to friends, family, or others.
Record lent amounts
Track incoming repayments
Monitor pending balances
Maintain a complete lending history
📑 Comprehensive Financial Reports
Generate easy-to-understand reports that help you:
Analyze daily spending habits
Review your income and expense tracker data
Monitor savings growth
Understand your overall financial performance
Make smarter financial decisions
Expense tracker & budget planner. Manage your money, track net worth, hit goals.