Track spending, set budgets, and achieve your savings goals with powerful analytics and bank-level security. Your complete personal finance dashboard.
Powerful features designed to give you complete visibility into your finances and help you make smarter decisions.
Visualize spending by category with interactive charts. Track monthly trends and identify where your money goes.
Import CSV statements from major banks including CIBC, Rogers, and Simplii. Auto-categorize transactions instantly.
Set and track savings goals for vacations, emergencies, or big purchases. Allocate savings and watch your progress.
Create category budgets with alerts. Get notified when you're approaching limits and stay on track.
Track multiple income sources. Calculate savings rate and see how much discretionary income you have.
Easy on the eyes with full dark mode support. Automatically syncs with your system preferences.
We take your financial privacy seriously. All your sensitive data is encrypted and stored locally on your device.
Download Wealthvision for free and take the first step towards financial clarity and freedom.