laptop screen showing Wealthist's plan screen

Track every dime.

Our dashboard puts everything in one place, so checking your financial pulse takes seconds, not hours. Because let’s be honest—you’ve got better things to do than spreadsheets on a Friday night.

Track your wealth for free

Track everything

  • Budgets
  • Properties
  • Future Goals
  • Debts & Liabilities
  • Retirement age
  • Retirement needs
    Coming soon
  • Accounts
  • Investments
  • Taxes
Mobile financial bar graph illustration indicating tracking your finances
A speedometer indicating measuremene of finances

When performance is measured, performance improves. When performance is measured and reported back, the rate of improvement accelerates.

- Pearson’s Law

Statistic: People who track their expenses monthyl have net worth levels 53% higher than those who don't track their finances regularly
Statistic: People who use financial tracking software save an average of 17% more than those who don't

Access to personalized financial advice used to be reserved for the wealthy.

Not anymore.
Budgeting

Gain control over your finances by learning to manage your monthly cash flow effectively.

Income growth

Maximize your earning potential with expert-backed negotiation strategies.

High-Yield Savings

Build robust savings with customized advice that factors in your goals and lifestyle.

* Based on a Canvas Business Model study on the bargaining power of customers

** Based on Charles Schwab Modern Wealth Survey, 2023