My WealthNote Budget & Goals

My Wealthnote Key Features:

💰 Income & Expense Tracker
Track all your daily expenses and income in one place. Categorize transactions, monitor your cash flow, and act as your own money manager to understand exactly where your money goes with detailed reports and insights.

📊 Smart Budget Planner
Create a custom monthly budget planner for different spending categories. Monitor your progress in real time, set spending limits, and stay on track to reach your financial goals without overspending.

🎯 Financial Goals Tracker
Set custom financial goals such as buying a vehicle, building an emergency fund, purchasing a home, or saving for a vacation.

Create custom savings plans and goals

Plan target amounts and timelines

Contribute towards goals regularly

Track progress with visual indicators

Stay motivated as you move closer to financial independence

📈 Net Worth Tracker & Wealth Dashboard
Get a complete view of your financial health through our interactive wealth tracker and modern dashboard featuring:

Live net worth tracking

Comprehensive assets and liabilities overview

Income and expense trends

Financial forecasting and growth insights

Beautiful charts and visual reports

👨‍👩‍👧‍👦 Shared Budget & Family Finance
Manage finances for the entire household in one place using a shared household ledger.

Add family members

Track individual transactions

Monitor family spending and shared bills

Maintain organized financial records for parents, your spouse, children, and dependents

🔒 Secure Privacy Mode
Protect your sensitive financial information with Privacy Mode.

Hide sensitive amounts instantly

Prevent others from viewing your financial details

Safeguard your data when using your budget app in public

📈 Investment Portfolio Monitoring
Track all your investments from a single dashboard to see the big picture.

Stocks & Mutual funds

Gold & Real estate

Fixed deposits & Other investment categories

Monitor portfolio performance and understand how they contribute to your overall net worth

💳 Debt Payoff Planner & Loan Tracking
Stay on top of your borrowings with our built-in debt management tools.

Track active loans taken

Monitor outstanding balances

Record principal and interest separately

View your complete repayment history

🤝 Money Lent & Borrowed Tracker
Keep a reliable spending log of money you've given to friends, family, or others.

Record lent amounts

Track incoming repayments

Monitor pending balances

Maintain a complete lending history

📑 Comprehensive Financial Reports
Generate easy-to-understand reports that help you:

Analyze daily spending habits

Review your income and expense tracker data

Monitor savings growth

Understand your overall financial performance

Make smarter financial decisions