Wealthvision

Privacy-first personal financial insights and budgeting.

Wealthvision is personal finance, privately yours. Track spending, budgets, savings, and goals — without ever handing over your banking credentials.

Instead of connecting to your bank, Wealthvision works from the CSV statements you download yourself. Import credit card, chequing, and savings statements, and everything is parsed and stored on your device.

TRACK EVERYTHING, PRIVATELY
• Import CSV statements from major Canadian banks and any generic CSV
• Multiple accounts side by side, with per-account balances and net worth
• All data stored on-device — nothing is uploaded

UNDERSTAND YOUR MONEY
• Spending by category with interactive charts
• Savings rate, income analysis, and month-to-month trends
• A yearly Wrapped: your top categories, merchants, and milestones

PLAN AHEAD
• Category budgets with alerts, pace projections, and period comparisons
• Savings goals with allocation tracking
• Spending forecasts against your budgets

PRO + AI (optional subscription)
• AI Advisor: personalized insights and a financial health score
• Smart merchant identification and bulk categorization
• AI-generated yearly summary
• Privacy-first: you see and approve exactly what's shared before any AI request

Your account (email, Google, or Apple) exists only for sign-in and subscriptions — your financial data is never attached to it.