Overview
Total Net Worth
—
—vs last month
—
Net worth
1W
1M
6M
1Y
5Y
All
Allocation
1M
3M
6M
1Y
Analysis
Estimated income
Installments
Liabilities
Recorded (past)
Projected (from schedule)
Summary
Income
—
Expenses
—
Saved
—
Savings rate
—
By category
Category trend
3M
6M
All
Income trend
3M
6M
All
Saved trend
3M
6M
All
Savings-rate trend
3M
6M
All
Account
Profile
Your name
Email
—
Your plan
—
Session
General
Language
Transaction categories
Rename them, recolour them, or add your own. Renaming updates every transaction already filed under it; deleting moves them to Others. A few categories the app calculates with are locked.
Statement sources
Pick the apps you use. Don't see yours? Tap + Other to add it — we'll do our best to read any statement you upload.
Banks
E-wallets
Investment & crypto brokers
Privacy & data
Where your data lives
Your holdings, transactions and uploaded statements are stored in your account and are visible only to you. We never sell your data, and we never post or trade on your behalf.
Export data
Your data is yours. CSV files open in Excel or Google Sheets; the backup restores everything.
Spreadsheet (CSV)
Analytics
Full backup
Help
Frequently asked
Still stuck?
Email us and a human will read it.
support@wealthview.id
Questions, bugs, billing