Wealth Position is a comprehensive personal finance application that offers a range of essential tools to assist you in monitoring, planning, budgeting, and forecasting your financial journey towards independence.
KEY FEATURES- Income, Expenditure, Assets, Liabilities, and Wealth: Efficiently track, budget, and forecast your financial data with varying levels of detail. Gain access to both consolidated and in-depth financial summaries that can be conveniently viewed on a weekly, monthly, or yearly basis, allowing you to monitor and strategize your financial growth. Easily oversee your bank accounts, investments, credit cards, mortgages, and loans.
- Custom Categorization, Bank Sync, CSV Import, and Manual Transaction Entry: Enjoy the flexibility of syncing, importing, and entering transactions according to your preference. Modify and categorize synced transactions as desired. For users who prefer not to link their accounts to banks, we provide robust import cleaning tools and customizable manual entry templates to streamline the transaction input process while affording you full autonomy.
- 60-Year Forecast: Visualize your financial standing up to 60 years ahead. Create detailed forecasts tailored to your specifications. Plan for significant life events, determine the period required to achieve savings targets, settle debts, and realize your financial independence objectives.
- Multi-Currency and Cryptocurrency Support: With backing for 156 global currencies and 573 distinct cryptocurrencies, you can manage accounts and enter transactions using any currency. Wealth Position seamlessly conducts automatic conversions to exhibit your daily balances in any currency of choice.
- No Ads: We uphold your privacy by abstaining from data selling practices and refraining from displaying advertisements within our service. Your data remains securely in your possession with complete control vested in you.
- Multi-Device Support: Access our platform on any internet-enabled device such as desktops, laptops, tablets, and mobile phones for seamless usage across various platforms.
Overview
Wealth Position: Budget Track is a Freeware software in the category Business developed by Financial Enterprise Ltd.
The latest version of Wealth Position: Budget Track is 1.0, released on 09/30/2024. It was initially added to our database on 09/30/2024.
Wealth Position: Budget Track runs on the following operating systems: iOS.
Users of Wealth Position: Budget Track gave it a rating of 5 out of 5 stars.
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