Wealth

재무 계획 및 예산 도구

프로필 확인 및 업데이트 등록하신 프로필은 검색 결과 상단에 표시됩니다. 지금 바로 인증을 받으세요. 몇 분밖에 걸리지 않습니다. 방문하다 보고서

This extensive personal finance tool helps individuals and households manage money mindfully by centralizing accounts, transactions, budgets, and financial goals into a single, unified dashboard, with features such as automatic transaction categorization, bank statement imports, and an AI assistant for natural language discussions about finances. It solves problems of scattered financial data and unclear spending by providing centralized visibility, real-time analytics, budgeting, goal tracking, and visual insights, while prioritizing privacy with bank-level security and open-source transparency—making it ideal for anyone seeking to align spending with values, build savings, monitor cash flow, and make better financial decisions.

Wealth은 다음에서 찾을 수 있습니다. Financial Planning & Budgeting Tools 카테고리.

Wealth과 가장 유사한 제품은 다음과 같습니다.

CashDuezy 인증된 프로필 →

스크린샷

세부

Wealth 주요 특징

• Budgets
  Set monthly budgets by category, track progress, and stay aligned with your goals.
• Accounts
  Track checking, savings, credit cards, and investments in one place.
• Open Source
  The app is open source, allowing you to view and review the code.
• Transactions
  Log every transaction, categorize spending, and see where your money goes.
• AI Assistant Chat
  Chat with an AI assistant about your finances in natural language.
• Goals & Analytics
  Create savings goals and visualize spending patterns with charts and insights.
• Unified dashboard
  A single view for all your accounts, transactions, budgets, and financial goals.
• Bank-level Security
  Bank-level security keeps your data private.
• Import bank statements
  Import bank statements, automatically categorize transactions, and get insights.

배지

<a href="https://saasbrowser.com/ko/saas/1130532/wealth" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/wtu5ry7htjx1qvx7sk6rkbpwu74g" alt="Wealth - SaaS Browser Verified Badge" width="200" height="133" /></a>

배지 복사

<a href="https://saasbrowser.com/ko/saas/1130532/wealth" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/i25wbqrbtw54k690katnxfo3qb4a" alt="Wealth - SaaS Browser Verified Badge" width="200" height="133" /></a>

배지 복사

Wealth 대안

CashDuezy

인증된 프로필

This all-in-one subscription management and recurring-spend tool helps indivi...

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