Wealthica im Vergleich zu Finmatex: Budgeting & savings Nutzung und Statistiken

Track all your investments with Wealthica Every day, Wealthica connects to your financial institutions and stores all of your transactions and investments history. This allows you to see all your investments and banking transactions in one place and get an unbiased view of your wealth. Wealthica supports over 20,000 financial institutions, including banks, investments and crypto. NET WORTH TRACKING Track your entire net worth: stocks and shares, bonds and funds, real estate, cars, private investments, crypto or any other asset. Know how much you and your family are worth. Create groups for family members, businesses or family trusts to track your net worth across multiple entities. UPDATED DAILY No need to enter your data manually. Simply : 1- Sign up 2- Connect your investment accounts. 3- Review your automatically synchronized data daily. TRANSACTIONS All your transactions from all your bank and investment accounts in a single list. Get daily or weekly email alerts for new transactions and cash drag. HOLDINGS View all your investment holdings in a single list. Categorize and review the daily performance of your holdings. Use the holdings view to review your asset allocation or plan to rebalance your portfolio. COMPATIBLE WITH WEALTHICA WEB The Wealthica on-the-go mobile app is a great complement to our web app. Log in with the same credentials you use to connect to our mobile app. Explore the Power Ups section to discover new reports and advanced features. Share your data with trusted family members, advisors, or other financial professionals. Export your data to Google Sheets or Excel and instantly automate your financial spreadsheet from the web. You can track your monthly income and spendings, categorize these spendings and income transactions, control your budget and set goals for each category. Know how you spend your money to more effectively control your personal finance and plan for regular savings or debt repayments. SUPPORTED FINANCIAL INSTITUTIONS Wealthica automatically syncs your holdings and transactions from a growing list of over 20,000 financial institutions. Your institution isn’t supported? Contact us! PRIVATE AND SECURE Your privacy and security is our top priority. Thousands of users trust Wealthica to track over $49 billion in assets. We use the latest technology and have strict processes in place to protect your financial information. Wealthica only reads and saves your financial data to create a visual dashboard of your entire financial life. We will never sell, publish or share your contact information or any identifiable personal information to any third parties.
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ALL YOUR FINANCES IN ONE APP Take control of your finances with Finmatex, the free app that consolidates all your financial accounts into one place. Whether it's cash, checking, loans, or investments, effortlessly track every transaction. Say goodbye to complex spreadsheets and hello to a clear financial overview. Try Finmatex free of charge for 7 days and take the first step towards mastering your finances today. KEEP TRACK OF CASH EXPENSES With Finmatex, managing your finances is seamless. View your cash balance, manually create transactions, add notes, or even attach photos—never lose sight of your money! Finmatex also allows you to create virtual accounts that simulate real bank transactions. This is ideal for those who prefer to keep their real bank accounts private. Whether you’re managing real or virtual accounts, Finmatex offers a straightforward and flexible way to stay on top of your finances. BUDGET PLANNER AND EXPENSE TRACKER Finmatex makes budgeting a personalized experience. Customize your financial categories using our flexible templates tailored to your needs. Create budgets for a week, month, or year, and set financial goals within these budgets. Plan ahead easily as Finmatex automatically adjusts budget controls, saving you time on analysis. You’re in control of your finances today, tomorrow, and beyond. SIMPLIFIED EXPENSE TRACKING Automatically categorize all your transactions with Finmatex, saving you valuable time. Get a clear view of your subscriptions and regular payments, and easily manage recurring expenses. Manually add recurring transactions, split transactions, or change categories to fit your needs. Finmatex ensures all your finances are tracked accurately. SHOPPING LIST FEATURE The new Shopping List feature lets you organize your expenses by creating shopping lists for a day, week, or month. Track one-time purchases for the selected period, making it easier to manage your spending efficiently. STICK TO YOUR BUDGET Finmatex keeps you informed with notifications when you’re nearing your budget limit. If necessary, reallocate funds across different categories to stay on track with your financial plan. SET AND ACHIEVE YOUR FINANCIAL GOALS Define your financial goals in Finmatex by setting a name, target amount, and end date. Link multiple bank or investment accounts to your goal and allocate specific sums to ensure you stay on track. Finmatex’s intuitive interface helps you visualize and plan your goals within your budget, while monitoring your progress along the way. CREDIT MANAGEMENT WIDGET Gain full visibility and control over your credit obligations with Finmatex’s Credit Management Widget. Connect your bank accounts for automatic credit tracking or manually input your accounts to seamlessly integrate them into your budget. Make smarter financial decisions and reduce financial stress with this powerful tool. INSURANCE MANAGEMENT WIDGET Manage your insurance expenses effortlessly with Finmatex. This tool integrates smoothly with the Home and Budget widgets, allowing you to track insurance payments automatically when you connect your bank accounts. Alternatively, add them manually to ensure you never miss a payment and always stay informed. SECURED DATA Your data security is our top priority: All data is encrypted with 256-bit SSL, like banking data. We adhere to privacy and security standards such as ISO 27001 and SOC 2. Sign in to the app using fingerprint, PIN, or pattern lock. WE NEVER SELL YOUR DATA We’ll show you how to manage your finances. We’ll be your financial mate. The standard Apple EULA applies to our app: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
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  • Kostenlos
  • Finanzen

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Wealthica VS.
Finmatex: Budgeting & savings

Dezember 8, 2024