Take Control of Your Financial Future

Track spending, set budgets, and achieve your savings goals with powerful analytics and bank-level security. Your complete personal finance dashboard.

Dashboard Jan 2026
Net Savings
+$2,450
Income
$5,200
Expenses
$2,750
Monthly Spending
🎯 Goals
4
📊 Budgets
6

Everything You Need to Manage Money

Powerful features designed to give you complete visibility into your finances and help you make smarter decisions.

📊

Smart Analytics

Visualize spending by category with interactive charts. Track monthly trends and identify where your money goes.

💳

Bank Import

Import CSV statements from any financial institution that supports CSV downloads. Instantly auto-categorize transactions.

🎯

Savings Goals

Set and track savings goals for vacations, emergencies, or big purchases. Allocate savings and watch your progress.

📈

Budget Tracking

Set category budgets and track your spending with clear visual cues as you near your limits.

💰

Income Tracking

Track multiple income sources. Calculate savings rate and see how much discretionary income you have.

🌙

Dark Mode

Easy on the eyes with full dark mode support. Automatically syncs with your system preferences.

Privacy First — Your Data, Completely Secure

Unlike other finance apps, we never ask for your banking credentials. Simply export CSV files of your transactions from your financial institution and import them locally. Your sensitive data is encrypted and stays on your device. This approach offers the maximum security and privacy for your personal finances.

  • No banking logins required — just CSV imports
  • AES-256 encryption for all financial data
  • On-device storage — your data never leaves your device*
  • Secure keychain storage for encryption keys
  • AI features require explicit approval before sending data*

CSV File Disclaimer: The handling, export, and security of CSV files from your financial institution is your responsibility. Wealthvision is not responsible for CSV files before they are imported into the app or for any issues arising from the export process from your bank or financial institution.

* Your data remains on your device unless you choose to use AI features. If you opt in, only the minimum necessary data is sent for insights, with your explicit permission.

🛡️

Start Your Financial Journey Today

Download Wealthvision and take the first step towards financial clarity and freedom. Choose the plan that fits your needs.

Free

No credit card required
$0
  • All insights & analytics
  • Budget tracking & financial goals
  • Spending trends & category breakdowns
  • Demo data to explore all features
  • Manual income & expense entry
  • All data stays 100% on your device

Pro

Starting at
$4.99
/month or $49.99 USD/year
  • Everything in Free
  • Unlimited CSV imports from any bank
  • Auto-detected transactions
  • Multiple account support
  • Automatic income & expense detection
  • Priority support

Pro + AI

RECOMMENDED
Starting at
$9.99
/month or $99.99 USD/year
  • Everything in Pro
  • AI-powered merchant identification
  • Enhanced smart categorization (AI)
  • Advanced personalized insights (AI)
  • AI budgeting and planning
  • 🔒 AI data privacy