WLTH

Verktyg för ekonomisk planering och budgetering

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This platform functions as a extensive personal financial management tool that allows users to visualize, analyze, and track their income, expenses, investments, and debts in real time, with all data securely stored on their personal device to ensure privacy and data control. Its main features include dynamic net worth calculation, customizable asset and liability management, import and export capabilities for financial data, detailed category and transaction tracking, and visual dashboards for financial overview over various timeframes—from monthly to all-time performance—making it suitable for individuals aiming to monitor their financial health, improve budget planning, and make better investment decisions. It addresses common financial management challenges such as maintaining privacy, understanding cash flow, managing debt, and optimizing savings by providing an intuitive, privacy-focused solution tailored for users seeking.

WLTH kan hittas i Financial Planning & Budgeting Tools kategorier.

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Skärmdumpar

Detaljer

WLTH Huvudfunktioner

• Reset Data
  You can reset all your data if you want a fresh start.
• Import Data
  You can upload your financial data from CSV or Excel files.
• Sample Data
  You can load demo data to explore how the system works.
• Data Privacy
  All your data stays only on your device for privacy and security.
• Debt Tracker
  Keeps track of your debts such as credit cards, loans, and mortgages.
• Auto-Detection
  Columns in imported files are automatically recognized to make upload easy.
• Recent Activity
  Displays your recent income, expenses, investments, and debt changes.
• Currency Options
  You can choose different currencies like USD, EUR, GBP, JPY, INR, etc.
• Export and Backup
  You can back up your data as a file or restore previous backups.
• Upload Statements
  Allows importing detailed statements to keep your records updated.
• Dashboard Overview
  The dashboard shows your total net worth and a quick summary of your income, expenses, investments, and debt.
• Financial Overview
  Displays your income, expenses, investments, total debt, and spending velocity by day or hour.
• Real-Time Net Worth
  It calculates your net worth live, so you see updates instantly as you add data.
• Add Assets and Debts
  You can add assets to your portfolio and track debts like loans and mortgages.
• Portfolio Allocation
  Shows how your assets are divided among different types like stocks, real estate, cash, etc.
• Add Details to Entries
  You can add descriptions, amounts, categories, and other details when recording transactions.
• Add and Manage Entries
  You can add income, expenses, investments, and debt entries easily.
• Manage Data on Browser
  Your financial data is stored locally in your browser and can be backed up or reset.

Märken

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