FinancialWell
How to Join FinancialWell Beta on iOS
About FinancialWell
FinancialWell: Your Personalized Guide to Financial Success
Take control of your finances with FinancialWell, the easy-to-use app designed for everyone — from budgeting beginners to financial.
Key Features:
Start with a 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.
Travel-Friendly Currency Detection: Automatically switches to the local currency when you’re abroad, making it effortless to manage finances while traveling.
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.
Recurring Transactions: Set up recurring payments with flexible frequencies—weekly, bi-weekly, monthly, and more—so you never miss recording a transaction.
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.
Detailed Transaction History: Easily find any transaction with advanced filters—date ranges, amounts, categories, tags, and more.
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.
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.
Built-in Calculator: Need to crunch numbers? Use our mini calculator when adding new transactions.
Privacy First
Your data is truly yours
We respect your privacy and do not share your information with third parties
All your data is stored securely on your device and in your personal iCloud Drive—we don’t have access to it
More about our Privacy Policy: https://www.financialwell.app/privacy-policy
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
Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
