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Your Wealth
Professional financial tracking tools. 100% private.
Frequently Asked Questions
Is my financial data secure?
Absolutely. WealthVision stores all your data locally on your device. You have the option to save a backup to your Google Drive, but this is completely optional. We never send your financial information to any server or cloud storage without your explicit permission. Your data stays completely private and under your control.
Do I need to create an account?
Yes, but only login with Google. This ensures your data is securely synced and accessible across devices. Simply sign in with your Google account to get started.
Can I track multiple family members or profiles?
Yes! WealthVision supports multiple profiles, allowing you to track finances for different family members or separate financial goals. Each profile maintains its own independent data for net worth and monthly expenses.
Can I use different currencies?
Yes, WealthVision supports multiple currencies including USD, INR, EUR, and GBP. You can switch between currencies at any time, and all your financial data will be displayed in the selected currency.
What is the Monthly Expense Tracker?
The Monthly Expense Tracker helps you monitor your income and expenses for each month. You can categorize transactions (Expense, Savings, Investment, Undecided), track payment status (Pending/Done), and get insights on your spending patterns and financial health.
How does the Net Worth calculation work?
Net Worth is calculated by subtracting your total liabilities (debts) from your total assets (what you own). The tracker provides real-time calculations, category breakdowns, financial insights, and projections to help you understand your financial position.
Can I backup my data to Google Drive?
Yes, you can optionally save your profile data to your Google Drive for backup and synchronization across devices. This feature requires your explicit permission and you can choose which profiles to backup. Your data remains private and secure.
What happens if I clear my browser data?
If you clear your browser data without backing up, your local data will be lost. We recommend regularly exporting your data or using the Google Drive backup feature to ensure your financial information is safely stored and can be restored.