Suggest an edit
Browse / All apps / Wealthica

Wealthica

Connects your banks, investment tracking, shared with a partner, real estate.

$50/year (Unlimited $75/yr, Premium $150/yr, Prestige $250/yr; 14-day trial.)r/wealthicawealthica.com
Download on the App StoreGet it on Google Play

Feature record

Yes ships todayNo not available? nobody has told us — click one to fill it in

35 of 60 recorded

Cost

2 of 3
Free tier
No
wealthica.com
Price
$50/year (Unlimited $75/yr, Premium $150/yr, Prestige $250/yr; 14-day trial.)
wealthica.com
Lifetime purchase
?

Connections

5 of 7
Account aggregation
Yes
wealthica.com
Connectors
Plaid · Yodlee · Vezgo
wealthica.com
Refresh more than daily
?
Manual accounts
Yes
Countries
US · CA
wealthica.com
Multi-currency
?
Crypto and digital assets
Yes
wealthica.com

Transactions

8 of 12
Edit transactions
Yes
Create manual transactions
Yes
Rules engine
Yes
Mass edit
Yes
Split transactions
No
History import
Yes
Length of history
Unlimited
wealthica.com
Export
Yes
wealthica.com
Import formats
?
Nested categories
?
Tags
?
Receipt attachments
?

Planning

5 of 9
Budgeting
Yes
wealthica.com
Envelope budgeting
?
Rollover budgeting
No
Recurring transactions
Yes
Bills
No
Goal tracking
Yes
Debt payoff planning
?
Cash-flow forecasting
?
Cancel subscriptions
?

Wealth

5 of 5
Net worth
Yes
wealthica.com
Balance history import
Yes
Investment tracking
Yes
wealthica.com
Investment transactions
Yes
wealthica.com
Real estate
Yes

Insight

3 of 4
Reports
Yes
Trends
No
Credit scores
No
Alerts
?

Sharing

2 of 3
Partner or household
Yes
wealthica.com
Adviser access
Yes
wealthica.com
Business or rental separation
?

Platforms

1 of 4
Interfaces
Web · iOS · Android
wealthica.com
Full mobile app
?
Home-screen widgets
?
Offline access
?

Trust

3 of 7
SOC 2
Yes
2FA / MFA
Yes
Sells or shares your data
No
wealthica.com
Read-only bank connections
?
Data held by
?
Self-hosting
?
Open source
?

Extending

1 of 4
Public API
?
Spreadsheet sync
Yes
wealthica.com
Webhooks
?
Tax export
?
Nothing recorded yet — 1 group, 2 attributes

Assistance

0 of 2
AI chat
?
AI categorization
?

Checked against the vendor’s own pages on 2026-09-04; 17 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

category median $65$75/year$50/year2026-092026-09
2026-09-02
First recorded at $75/year
2026-09-04
$75/year → $50/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.

What people are saying

Finally, I found a place to consolidate my Canadian investments, even though a small investor, but this is a great place to give me visibility on all my assets and expenses.App Store · 5★ · 2020-06
This app is total junk. I could not connect a single institution. Whenever I look for one, there’s always a message “you unlocked the premium feature”. I deleted my account and this app.App Store · 1★ · 2024-02

Read and search all 3 reviews → Unedited store text; the most recent from each end of the scale.