Wealthica
A portfolio and account aggregator bringing institutions and crypto exchanges into one dashboard
Feature record
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38 of 71 recorded
Cost
2 / 3- Lifetime purchase
- ?
Connections
5 / 7Transactions
9 / 13- Edit transactions
- Yes
- Create manual transactions
- Yes
- Rules engine
- Yes
- Mass edit
- Yes
- Split transactions
- No
- History import
- Yes
- Import formats
- ?
- Nested categories
- ?
- Tags
- ?
- Receipt attachments
- ?
Planning
5 / 16- Envelope budgeting
- ?
- Zero-based budgeting
- ?
- Rollover budgeting
- No
- Recurring transactions
- Yes
- Bills
- No
- Bill negotiation
- ?
- Goal tracking
- Yes
- Debt payoff planning
- ?
- Cash-flow forecasting
- ?
- Scenario planning
- ?
- Retirement planning
- ?
- Subscription tracking
- ?
- Subscription cancellation
- ?
- Automated transfers
- ?
- Calendar view
- ?
Wealth
6 / 6- Balance history import
- Yes
- Real estate
- Yes
Checked against the vendor’s own pages on 2026-09-04; 20 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 $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 63 live listings that charge one.