Wealth Position
Connects your banks, investment tracking.
$4.99/month (14-day trial)wealthposition.com
Feature record
Yes ships todayNo not available? nobody has told us — click one to fill it in
24 of 60 recorded
Cost
2 of 3- Free tier
- Yes
- Price
- $4.99/month (14-day trial)
- Lifetime purchase
- ?
Connections
4 of 7- Connectors
- Plaid
- Refresh more than daily
- ?
- Manual accounts
- Yes
- Countries
- US · CA
- Multi-currency
- ?
- Crypto and digital assets
- ?
Transactions
8 of 12- Edit transactions
- Yes
- Create manual transactions
- Yes
- Rules engine
- Yes
- Mass edit
- Yes
- Split transactions
- Yes
- History import
- Yes
- Length of history
- Unlimited
- Export
- Yes
- Import formats
- ?
- Nested categories
- ?
- Tags
- ?
- Receipt attachments
- ?
Planning
2 of 9- Budgeting
- Yes
- Envelope budgeting
- ?
- Rollover budgeting
- ?
- Recurring transactions
- ?
- Bills
- ?
- Debt payoff planning
- ?
- Cash-flow forecasting
- ?
- Cancel subscriptions
- ?
Wealth
3 of 5Insight
1 of 4Sharing
1 of 3Platforms
1 of 4Trust
2 of 7Nothing recorded yet — 2 groups, 6 attributes
Checked against the vendor’s own pages on 2026-09-04; 3 attributes carry the source they came from. Every “?” is a link — one field, no account.
Price history · cheapest recurring plan
- 2026-09-02
- First recorded at $59.88/year
Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 26 live listings that charge one.