WealthX - Smart Budget & Flows

Name: WealthX - Smart Budget & Flows
Author: Z i cong DAI

iOS app by Z i cong DAI. Finance · Z i cong DAI

Store rating: 0 / 5
Store rating count: 0
Download price: Free to download
In-app purchases: Unknown
Version: 3.0.1
Listing last refreshed: 2026-09-14

Store description excerpt

Your finances can be complex. Managing them doesn’t have to be. WealthX turns precise financial structure into an experience that feels clear and natural. See assets and liabilities alongside cash, bank accounts, digital wallets, credit cards, investment accounts, and multiple currencies. Connect budgets, Scenarios, transactions, goals, and longer-term plans without searching across scattered records. Most pages have been redesigned to make the right information easier to notice. Recurring, refunded, completed, and reconciled transactions have distinct symbols, while consistent menu icons make actions easier to recognize at a glance. Choose a theme you enjoy and make a rigorous financial system feel more like your own. Flexible Budgets Life doesn’t happen on one monthly schedule, and your budgets shouldn’t have to. Plan daily spending, trips, family needs, and longer-term commitments by month, quarter, year, or project, without squeezing everything into one monthly view. Smart Budget (Pro) analyzes historical transactions and current budgets to suggest raising or lowering a future category budget, or changing the time frame so progress is more meaningful and measurable. Every suggestion is reviewable and only applies after you confirm. Scenarios Everyday life, travel, family, and projects each have their own purpose and boundaries. Scenarios use budgets to express these parts of life without directly binding to an Account. Goal Tracker Turn “I want to” into progress you can see. Set goals for saving, debt repayment, and asset purchases, then follow them with linked accounts and milestones. Flows The things you do often shouldn’t start from a blank form. Record income, expenses, transfers, refunds, and recurring transactions. Smart Flows (Pro) use recent activity and spending frequency to bring likely Flows forward. Choose a Flow, enter the amount, and you’re done. Split Bill splits one actual payment across multiple budgets, keeping each purpose clear. It is still the record of one payment—not collaboration or automated settlement. Keep shared expense repayments, reimbursements, and full or partial refunds linked to the original transaction, so the original payment and what followed remain clear. Investment Portfolio Investments shouldn’t be separated from everyday finances. Track investment accounts, holdings, trades, deposits, withdrawals, buys, sells, and market value alongside daily income and spending. Investment information is for records and context only. WealthX does not provide investment advice, predictions, or return guarantees. Search and Statistics As your records grow, what matters is being able to find them. Search transactions, accounts, budgets, goals, holdings, and Flows in one place, then use supported import, export, and backup paths. Cash Flow and Insights More data only helps when it becomes easier to understand. Review cashflow trends, distributions, Change, Concentration, and Structure through charts and widge

Review coverage

AppRill has captured 0 reviews for this app. This is a collected sample, separate from the store rating count. Latest review capture: Not captured yet.

Recent captured chart positions

No chart positions have been captured for this app yet.

Chart position, rating count and review coverage do not establish downloads, revenue or profit. Understand the differences.