Wealth Position — Track, budget & forecast your way to financial independence

Hello Product Hunt! My name is Punit and I'm the founder of Wealth Position. Backstory I started my journey to financial independence many years ago. I’ve tried many budget apps over the years to manage my finances but nothing really worked for me. I always had issues with one or more of the following:

• Concerns with how my data was being used and sold
• Limited and restricted ways of categorising, tracking, budgeting and working with Income, Expenditure, Assets, Liabilities and overall wealth.
• Limited forecasting ability
• Restrictions working with bank feeds, manual entry, data imports and correcting incorrect data
• Poor UI and UX and limited functionality across devices e.g. Web, desktop, Android and iOS

After trying many apps, I always ended up returning back to my own spreadsheet which became more and more advanced overtime. I reached a point where I had a system which worked great for me, but was limited by what a spreadsheet could do, so it was time to turn my process into a full fledged app which became Wealth Position. What’s Wealth Position’s aim Having been on the journey to financial independence for many years, I’ve seen the enormous life changing freedoms, advantages and opportunities it brings, and want to bring the tools and knowledge I’ve learned to the masses. Wealth Position’s aim is therefore to help everyone on their journey to financial independence with easy to use financial tools. Business model and pricing Wealth Position currently offers a limited free Basic Plan and a Premium Plan with pricing in USD, EUR and GBP. All users get the first 60 days of the Premium Plan for free and you can downgrade or cancel at any time. We don’t use any advertising on our platform and we are committed to user privacy and data protection. Your data belongs to you and we don’t sell your data to any third parties. Key features

• The app is developed using PWA technology and is available to install on desktop, Android and IOS by visiting the website and clicking the install prompt. The full set of features are available on all devices with an up to date web browser.
• Transactions can be entered and categorised however you want via three methods currently supported: - Manual entry - CSV file import - Automatic bank sync (available for most US & Canadian banks with UK and Europe coming soon)
• Multi-currency and crypto currency support
• Forecast up to 60 years in the future
• Many more still being developed

Thank you for considering Wealth Position! Feel free to comment below, reach out to me via Twitter (@Wealth_Position) email help@wealthposition.com, or leave some feedback in our app. I'd love to hear what you think! 😄

Stock investment tracking is also under development. You can turn on the feature once you log in by searching beta features on the top search bar

Checkout the easy to use Retirement calculator on our toolkit page. You don't even need to login to give yourself an idea of whether you are on track to meet your retirement needs.

Nice solution!