WealthPosition
Budgeting and financial planning with all accounts on one dashboard, with no ads or data sales
$5.99/month or $59.99/year (14-day trial)wealthposition.com
Feature record
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42 of 71 recorded
Cost
2 / 3- Free tier
- Yes
- Lifetime purchase
- ?
Connections
6 / 7- Connectors
- Plaid
- Refresh more than daily
- ?
- Manual accounts
- Yes
- Countries
- US · CA
Transactions
12 / 13- 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
- Receipt attachments
- ?
Planning
7 / 16- Budgeting
- Yes
- Envelope budgeting
- ?
- Zero-based budgeting
- ?
- Bills
- ?
- Bill negotiation
- ?
- Debt payoff planning
- ?
- Cash-flow forecasting
- ?
- Subscription tracking
- ?
- Subscription cancellation
- ?
- Automated transfers
- ?
Wealth
3 / 6Checked against the vendor’s own pages on 2026-09-14; 24 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
- 2026-09-14
- $59.88/year → $59.99/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 63 live listings that charge one.