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Financial Planning & Budgeting Tools

Unpublished

WealthView is a extensive financial management tool designed to help individuals understand, monitor, and project their personal finances, focusing on aspects like net worth tracking, retirement planning, and wealth modeling. Its main features include real-time net worth updates, detailed categorization of assets and liabilities, scenario modeling for retirement and overpayments, visual graphs and milestone celebrations, and a straightforward privacy-focused interface that ensures data remains secure on the user's device. This application addresses challenges related to financial clarity, long-term planning, and goal tracking, making it ideal for UK residents seeking to achieve financial independence, optimize savings, and confidently plan their retirement future.

WealthView can be found in Financial Planning & Budgeting Tools categories.

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Details

WealthView Main Features

• Benchmarks
  It compares your pension plans to industry benchmarks.
• Lump Sum Slider
  You can choose how much lump sum you want to include (0-25%).
• Beautiful Graphs
  It shows your finances with easy-to-understand graphs and filters.
• Manual Snapshots
  You can add your own snapshots with notes if you want.
• Projected Growth
  It shows what your money could become with different growth rates and contributions.
• Snapshot History
  It saves updates automatically once a day and keeps track of your progress.
• Net Worth Tracker
  It shows everything you own and owe, and updates every time you do it.
• Set Income Target
  You can set a monthly income goal for your retirement.
• Motivating Rewards
  Celebrations help keep you motivated and reward your progress.
• Net Worth Modeller
  It helps you see how your money could grow and what happens if you pay extra on your mortgage.
• Share Achievements
  You can share your milestones with friends or family.
• Category Drill-Down
  You can see details for each account or category.
• Overpayment Savings
  It models how extra payments on your mortgage could save interest and time.
• Retirement Modeller
  It projects your pension into the future and lets you compare scenarios.
• Combined Projections
  You can see your total net worth forecast for up to 30 years.
• Privacy and Security
  Your data stays on your device and is never shared or stored online.
• State Pension Support
  It includes your state pension details and allows calculations around it.
• Milestone Celebrations
  It celebrates when you reach wealth milestones like 50k, 100k, etc.
• Retirement Readiness Score
  A single number tells you if you're on track to retire when you want.
• Mortgage, Debts, Liabilities
  It includes your mortgage, debts, and other liabilities.
• Property, Pension, Investments, Savings
  It tracks your property, pensions, investments, and savings in one place.

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