WealthX 2.1.4 for iOS
WealthX brings accounts, budgets, transactions, investments, goals, and cash flow into one organized iOS workspace, so everyday spending and long-term plans stay connected.
Feature map
Daily spending, travel, family, side projects, long-term goals, and investments can stay separate where needed while still belonging to one system.
Plan by month, quarter, year, or project-like context.
Keep travel, family, side projects, and other contexts clear.
Reuse common income, expense, transfer, and refund patterns.
Review holdings, trades, deposits, withdrawals, and value.
Connect budgets and accounts to longer-term targets.
Use search, trends, charts, and Cashflow Map to see patterns.
Surface selected finance status in daily routines.
Keep long-term records portable and under your control.
Product details
WealthX keeps account structure, budget planning, recurring money flows, goals, investments, charts, widgets, and data transfer in one place.
Budgets are not limited to one flat monthly view. WealthX helps you plan across the periods and contexts that match how your money is actually used.
Travel, family, side projects, pets, education, or personal growth can have their own scenario, so budgets, accounts, and insights do not collapse into one noisy view.
Flows speed up common expenses, income, transfers, refunds, and recurring bills without turning WealthX into a bank-sync app.
WealthX tracks investment accounts, holdings, trades, deposits, withdrawals, buys, sells, market value, and performance views without presenting investment advice.
Goal Tracker helps you follow savings goals and financial targets with linked accounts, milestones, and progress views.
Search, trends, distributions, and Cashflow Map make it easier to understand spending habits, budget progress, and money movement at a glance.
Widgets help surface selected budgets, reminders, and financial status without requiring you to open the app for every glance.
WealthX supports import and export workflows so personal finance records can remain portable over time.
Questions people ask
These answers are written for people and for search systems that need to understand what WealthX is, what it is not, and how it fits a manual-first finance workflow.
WealthX is a manual-first personal finance workspace for iOS. It organizes accounts, budgets, transactions, investments, goals, scenarios, Flows, charts, widgets, and data transfer workflows.
It helps when one monthly budget is too simple for real life. Travel, family, side projects, pets, education, investments, and daily spending can stay structured without becoming separate spreadsheets.
WealthX does not promise guaranteed savings, investment advice, bank-level security, or fully automatic bank sync. It focuses on clear structure and user-controlled records.
No. Budget tracking is one part of the workspace. WealthX also tracks accounts, transactions, scenarios, Flows, investments, goals, insights, Cashflow Map, widgets, and import/export workflows.
A budget helps plan limits and targets. Cash flow shows how money moves over time. WealthX keeps both visible so planning and actual movement can be reviewed together.
Scenarios are separate finance contexts such as travel, family, side projects, pets, education, or personal growth. They keep related records clear without forcing every part of life into one view.
Flows are reusable patterns for repeated income, expenses, transfers, refunds, and recurring bills. They reduce repeated entry while keeping records manual and reviewable.
Yes. WealthX can track investment accounts, holdings, trades, deposits, withdrawals, buys, sells, market value, and performance views alongside budgets and everyday transactions.
No. WealthX is manual-first and supports import/export workflows. It is designed for people who prefer direct control over their finance records.
WealthX supports data transfer workflows so records can remain portable for migration, backup habits, or personal review outside the app.
WealthX uses a privacy-conscious Apple-platform workflow with local storage and optional iCloud sync. Some features, such as Cashflow Map, use optional permissions only when enabled.
Data and control
WealthX is designed around user-controlled personal finance records, local Apple-platform storage, optional iCloud sync, and clear data transfer workflows.
WealthX works with personal finance records that you create or import, including accounts, transactions, budgets, scenarios, Flows, investments, goals, chart settings, icons, and related notes.
Data is used to provide app features such as bookkeeping, budgets, goals, investments, charts, search, widgets, import/export, and optional sync. WealthX does not operate advertising targeting inside the app.
We do not sell personal finance data. We may disclose information only if required by law, necessary to protect rights and safety, or requested by you for support or data transfer.
WealthX uses local Apple-platform storage and optional iCloud sync. Apple account, device, and iCloud settings affect storage and sync behavior. No digital system should be treated as risk-free.
You control import and export workflows inside WealthX. You can remove records in the app and manage app data through Apple platform settings where applicable.
WealthX is not intended for children under the age required by local law to manage personal finance records without appropriate consent.
For privacy questions, contact us at ericdai2013@gmail.com.
Use WealthX when your money no longer fits one simple monthly budget and you want daily spending, goals, investments, scenarios, and recurring money flows in one iOS workspace.
