WealthMode icon
WealthMode icon

WealthMode

Personal finance app that brings spending, budgets, net worth and goals into one place. Free to start, with optional read-only bank sync.

Budgets management

Cost / License

  • Freemium (Subscription)
  • Proprietary

Application type

Platforms

  • Online
  • Software as a Service (SaaS)
Transaction list (dark mode example)
Reports
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Sankey diagram
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Features

Properties

  1.  Privacy focused

Features

  1.  Recurring Billing
  2.  Support for multiple currencies
  3.  Import CSV Data
  4.  Bank integration
  5.  Ad-free
  6.  Dark Mode
  7.  Goal Tracking
  8.  End-to-End Encryption
  9.  Cloud Sync
  10.  Multiple Account support
  11.  Investment Tracking
  12.  Expense Tracking

 Tags

WealthMode News & Activities

Highlights All activities

Recent activities

WealthMode information

  • Developed by

    CA flagDacost Software

  • Licensing

    Proprietary and Freemium product.

  • Pricing

    Subscription that costs $59 per year + free version with limited functionality.

  • Alternatives

    51 alternatives listed

  • Badge

    Get an embeddable badge for WealthMode

  • Supported Languages

    • English
WealthMode was added to AlternativeTo by dacostsoft on and this page was last updated .

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Official Links

What is WealthMode?

WealthMode is an all-in-one personal finance app for the US and Canada. It gives a complete picture of your money in one place: every account, every transaction, and how it all adds up over time.

Track spending with reports and trends, follow net worth across bank accounts, credit cards, loans, investments and other assets, detect recurring bills and subscriptions, and set savings goals linked to real accounts. Budgeting is built in and flexible, with zero-based budgets or simple category limits and automatic rollover.

Getting started does not mean starting from scratch: transaction history can be imported directly from YNAB or Mint by CSV. Tags and automatic categorization rules keep everything organized as new transactions arrive.

The free tier is permanent, not a trial, and needs no credit card. Read-only bank sync is available on the paid tier for automatic transactions. Everything else, including CSV import, is free. Supports USD and CAD natively.