FinancialWell
Your personalized guide to financial success
MISSION
Empowering individuals with easy-to-use tools and valuable insights to take control of their financial lives.
VISION
We strive to be a trusted source of financial guidance and to create a world where financial wellness is accessible to everyone.
FEATURES
Take control of your finances with FinancialWell, the easy-to-use app designed for everyone—from budgeting beginners to financial gurus. Manage your money, track spending, and achieve your financial goals—all in one place.
Start with demo
Explore premium features using our demo database and discover the unlimited possibilities FinancialWell offers.
Smart Transaction Input
Our app learns your financial habits, reducing manual inputs to just a few taps. Save your favorite places, and we’ll auto-fill transaction details for you.
Monthly Cashflow Overview
See at a glance how much you’ve spent, saved, or what’s left for the month with our intuitive cashflow summaries.
Spending Trend Analysis
Get insights into your daily spending patterns with trend line charts. Receive personalized advice if you’re overspending and compare trends with previous months or years.
Budget Management
Set and adjust your budget limits by category. Choose a fixed amount or let the app auto-adjust based on your average spending.
Comprehensive Reports
Visualize your spending with pie charts and bar graphs. Spot seasonal trends, monitor progress toward savings goals, and get a bird’s-eye view of your financial health.
Import & Export
Seamlessly import transactions from CSV or XLSX files and backup or restore your data via iCloud Drive. Your data is always secure and only accessible by you.
And much more...
Travel-Friendly Currency Detection: Automatically switches to the local currency when you’re abroad, making it effortless to manage finances while traveling.
Detailed Transaction History: Easily find any transaction with advanced filters—date ranges, amounts, categories, tags, and more.
Recurring Transactions: Set up recurring payments with flexible frequencies—weekly, bi-weekly, monthly, and more—so you never miss recording a transaction.
Built-in Calculator: Need to crunch numbers? Use our mini calculator when adding new transactions.
We’re Here for You
We’re always working to improve FinancialWell and would love to hear your feedback. If you have any suggestions or encounter any issues, please let us know. Together, we can make the app even better!
Join Us in Making Financial Wellness Accessible to Everyone
