Transactions
Track every transaction
Automatically sort spending with smart categories and tags, so you always know exactly where your money goes.
Budgets
Budgets that fit your life
Set flexible budgets and let simple, visual limits keep you on track all month long.
Reports
Insights you'll actually use
See your habits at a glance with clear charts and reports that turn your data into decisions.
Money flow
Where the paycheck actually went
Income on the left, everything it turned into on the right. The whole period in one picture.
Trends
Spot trends over time
Watch how your spending shifts month over month, so you can catch patterns before they add up.
How it works
Set up in minutes, not an afternoon
01
Feed in your data
Connect your bank, import a CSV, or add transactions by hand, whatever works for you.
02
Categorize & budget
Sort your spending and set simple, flexible budgets that fit your life.
03
Stay in control
Track spending, budgets, and net worth in one place, and adjust as life changes.
Everything else in WealthMode
Bank sync
Transactions are updated automatically, so you don't have to do anything.
Read-only by design
Bank connections are read-only through Plaid. Your credentials go to your bank, never to us, and we can never move money.
Import your history
You can export a CSV from your bank or from other apps, WealthMode lets you import seamlessly.
Rules that categorize for you
Rename a merchant or set its category only once, then WealthMode remembers.
Recurring & subscriptions
WealthMode spots repeating charges and flags it when one gets more expensive.
Goals
Track a savings target or a debt payoff, straight from the account balance.