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★★★★★
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• Contribution limits: open a limit to see what counts toward it, and leave out any contribution. • Match transfers: link both sides of your transfers at once. • Step back through past periods and compare spending with the period before. • Savings goals in Budgets. • Dividends and interest entered before tax. • Export all your data as one ZIP or JSON file. • Rebuilt Add expense and Add income forms. • Ask the assistant about your spending. Fixes • Show values in Asset Currency no longer turns a loss into a gain. • Number fields follow your region. • Plus many more fixes. The first launch recalculates your holdings once. If you use device sync, update all your devices.
Wealthfolio is a beautiful, private personal finance tracker. Investments, net worth, budgeting, spending, and goals in one app. - Beautiful: A polished, distraction-free interface with charts, heatmaps, and dashboards built to be lived in. - Complete: Investments, net worth, budgeting, spending, and goals planning in one place. - Smart: Deep insights into risk exposure, performance, and cash flow. - Private: Your data never leaves your device. - Open Source: Fully transparent and community-driven. - AI: Built-in assistant with support for local and cloud providers, and full control over AI data access.