Suggest an edit
Browse / All apps / Wellspent

Wellspent

Budgeting without the homework

$6.99/month or $49.99/year (7-day trial)trywellspent.com

Feature record

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

28 of 71 recorded

Cost

2 / 3
Free tier
Yes
apps.apple.com
Price
$6.99/month or $49.99/year (7-day trial)
apps.apple.com
Lifetime purchase
?

Connections

5 / 7
Account aggregation
Yes
apps.apple.com
Connectors
Plaid
apps.apple.com
Refresh more than daily
Yes
apps.apple.com
Manual accounts
Yes
apps.apple.com
Countries
US
apps.apple.com
Multi-currency
?
Crypto and digital assets
?

Transactions

9 / 13
Edit transactions
Yes
apps.apple.com
Create manual transactions
Yes
apps.apple.com
Rules engine
?
Mass edit
Yes
apps.apple.com
Split transactions
?
History import
Yes
apps.apple.com
Length of history
Months
apps.apple.com
Export
Yes
apps.apple.com
Import formats
CSV · YNAB · Quicken
apps.apple.com
Nested categories
Yes
apps.apple.com
Custom categories
Yes
apps.apple.com
Tags
?
Receipt attachments
?

Planning

6 / 16
Budgeting
Yes
apps.apple.com
Envelope budgeting
Yes
apps.apple.com
Zero-based budgeting
?
Rollover budgeting
?
Recurring transactions
Yes
apps.apple.com
Bills
Yes
apps.apple.com
Bill negotiation
?
Goal tracking
?
Debt payoff planning
?
Cash-flow forecasting
Yes
apps.apple.com
Scenario planning
?
Retirement planning
?
Subscription tracking
Yes
apps.apple.com
Subscription cancellation
?
Automated transfers
?
Calendar view
?

Assistance

1 / 2
AI chat
?
AI categorization
Yes
apps.apple.com

Sharing

1 / 3
Partner or household
Yes
apps.apple.com
Adviser access
?
Business or rental separation
?

Platforms

3 / 5
Interfaces
iOS
apps.apple.com
Full mobile app
Yes
apps.apple.com
Home-screen widgets
?
Customizable dashboard
?
Offline access
Yes
apps.apple.com

Trust

1 / 7
SOC 2
?
2FA / MFA
?
Sells or shares your data
?
Read-only bank connections
Yes
apps.apple.com
Data held by
?
Self-hosting
?
Open source
?
Nothing recorded yet — 3 groups, 15 attributes

Wealth

0 / 6
Net worth
?
Balance history import
?
Investment tracking
?
Investment transactions
?
Real estate
?
Investment fee analysis
?

Insight

0 / 4
Reports
?
Trends
?
Credit scores
?
Alerts
?

Extending

0 / 5
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
?
Tax filing
?

Checked against the vendor’s own pages on 2026-09-14; 28 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

2026-09-14
First recorded at $49.99/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 58 live listings that charge one.