WealthPosition: Budget Track

Name: WealthPosition: Budget Track
Rating: 5 (6 reviews)
Author: Financial Enterprise Ltd

By: Financial Enterprise Ltd

Spending, Net Worth, Investing

Features & Capabilities

Track & Plan Your Financial Journey Track all your accounts and transactions in one place. Create a plan to achieve your financial goals.

WealthPosition is a personal finance app. We provide the financial tools to track, plan, budget and forecast your financial independence journey.

KEY FEATURES

Income, Expenditure, Assets, Liabilities and Net Worth

You can track, budget and forecast it all in as much or little detail as you want. We provide consolidated and detailed financial overview which you can summarise by week, month or year to track and plan your progress. See all of your bank accounts, investments, credit cards, mortgages and loans.

Custom categorisation, Bank sync, CSV import and manual transaction entry

You can sync, import and enter transactions in any way you want. Synced transactions can be edited and categorised however you want. If you don't want to connect to your bank, we have powerful import cleaning tools and custom manual entry templates to speed up your transaction entry process. We give you full control.

60 year forecast

You can view what your financial position will be up to 60 years in the future. You can build your forecast in as much detail as you want. Plan for significant life events, figure out how long it will take you to reach your savings targets, pay off debt and achieve your financial independence goals.

Multi-currency and Cryptocurrency support

We support 156 different currencies and 573 different crypto currencies. You can have accounts and enter transactions in any currency. Wealth Position will automatically convert amounts to show your balances each day in any currency.

No ads

We don't sell your data and we don't show any adverts on our service. Your data belongs to you and you have full control.

Multi device support

Our service is available on any device with an internet browser. You can use it on desktops, laptops, tablets and mobile phones.

User Growth & Download Statistics

App

By:

Financial Enterprise Ltd

Rating:

5.00

(6)

Version:

2 Last updated: 2025-09-24

Version code:

878392321

Creation date:

2022-11-26

Compatible devices:

Size:

2.86MB

URLs:

Website ,Privacy policy

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-06-04

Compare stats and ranking:

Ranking

# 457,939 ▼ 3,182

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.

Developed by:

Financial Enterprise Ltd

Apple Apps Store

https://apps.apple.com/us/app/wealthposition-budget-track/id6444657675

Website:

https://www.wealthposition.com

User Reviews

One of the cleanest UX I’ve seen on a budget app. Easy to navigate and understand your finances. Can keep it simple or really get down to the nitty gritty as this thing has extensive features. Definitely different from other apps. Also, the web version is pretty neat and intuitive. Highly recommend giving this a try.

by Us*****, 2024-04-09

After Mint finally forced me to find an alternative, I thoroughly reviewed the top competitors and found this hidden gem called Wealth Position. You won't see it highlighted on any of the big articles yet, but don't let that fool you, Wealth Position not only can hold its own with the big names, but it actually beats them in several areas. In particular Wealth Position gives a lot of control over your finances and not just gimmicks. It has budgeting and auto synchronization with your bank accounts like pretty much all the other ones, but where it differentiates itself is in how it allows you to drill down into the nuances of all your transactions, net worth, and cash flow. It's essentially a personal accounting application. I also appreciate the fact that it allows you to adjust and fine tune your budget and transactions for any given date (past, present, and future) not just the current month. It takes a little bit more effort to fully set it up, but it is worth it as it gives you a wealth of information especially with regards on what to expect not just in the short term, but the long term all the way to retirement. Finally, their customer support team is amazing and extremely responsive. I'm also particularly impressed at how fast they implement suggestions when they are particularly straightforward, usually within a day or two.

by An*****, 2024-01-13

I've been trying out this app for a few weeks, since I learned that Mint would be shut down. So far, I think it's an improvement over Mint as a personal finance tracker. The app isn't shy about using more advanced accounting and finance terminology, but it also provides some helpful guides to help you understand what everything means. Once you understand the concepts, the increased functionality over Mint is really helpful. I especially appreciate that historical account balances are calculated based on actual transaction dates, as opposed to Mint, which would just take a snapshot at the end of month and lock it in place for all time. You can also adjust other historical asset balances like physical cash and vehicle value, which you couldn't do on Mint. The ability to forecast future balances based on your budgets is pretty neat, too. Linking my cash and credit accounts for automatic syncing going forward, and importing my old transactions, was pretty straightforward. You can't sync investment accounts yet, but so far I don't find it a dealbreaker. The app support has also been phenomenal. Ask a question and you will get a thoughtful response very quickly. I also reported a bug today and it was fixed within a couple hours, which is crazy.