Take Control ofYour Wealth
Professional financial tracking tools to manage your assets, track expenses, and build wealth with smart insights.
Powerful Financial Tools
Everything you need to track, analyze, and grow your wealth
Monthly Expense Tracker
Track your monthly income and expenses. Categorize spending and analyze your financial habits.
Net Worth Tracker
Track your assets and liabilities to calculate your net worth. Get smart insights and projections.
Trip Manager
Track travel expenses, split costs among participants, and manage trip budgets. Perfect for group trips.
Frequently Asked Questions
Everything you need to know about WealthVision and its powerful financial tools
How do you keep my numbers safe?
We use multiple layers of protection to make sure your information stays private. Your data lives in a Secure Vault that is built with same advanced technology as the most trusted financial apps. We never share or sell your data and we follow a strict policy which means even we cannot see your personal financial numbers.
What is Auto Sync and how does it help me?
Auto Sync is a feature that keeps your information updated on all your devices at the same time. Whenever you make an update it is instantly protected in your vault. This means that if you replace your phone or use a new computer you can just sign in and all your data will be right there waiting for you.
Do I have control over my own data?
Yes you are always in total control. While we provide a secure vault to make syncing easy for you can turn off the cloud sync feature at any time. You can also export everything to an Excel file or keep your own personal backup in your Google Drive.
Can I stop auto sync or data saving to the cloud?
Yes you can turn off the auto sync feature whenever you like in your account preferences. When you do this your data will stay only on the device you are currently using and will not be saved to our secure vault.