About Wealth Position
Wealth Position, the best personal finance app to budget and track your finances for financial independence
We provide the tools, you plan your financial independence journey.
INCOME | EXPENDITURE | ASSETS | LIABILITIES | WEALTH
You can track 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.
CUSTOM CATEGORISATION | BANK SYNC | CSV IMPORT | MANUAL ENTRY
You can sync, import and enter transactions in any way you want. Categories for synced transactions can be edited and amended 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 | CRYPTOCURRENCY
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.
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.
Our service is available on any device with an internet browser. You can use it on desktops, laptops, tablets and mobile phones.
Track income, expenditure, assets and liabilities and overall wealth
Forecast 60 years into the future
Connect to your bank account, import or enter transactions manually
Support for multi-currency and crypto currency transactions