WEALTHFLOW — FINANCE MANAGER
Your finances, organized in one place.
WealthFlow brings accounts, transactions, budgets, bills, recurring payments, savings goals, imports, and reports into one focused workspace.
Good evening, Aditya
You're on steady ground this month.
Net worth
₹18,42,600
+₹42,300
Safe to spend
₹31,400
through 31 Jul
This month
+₹58,200
income − spend
Net worth · 12 months
+14.6%12 to review
imported from your bank
Electricity due
Utilities · in 3 days
Eating out over
₹6,900 of ₹6,000
Your money is easier to manage when the whole picture is in one place.
One clear view
See balances, activity, plans, and goals together instead of piecing your finances together across multiple apps.
Built for everyday decisions
Understand what is available, what is due, and what is changing before you make your next money decision.
Organized without the noise
Keep your financial records structured, searchable, and ready to review whenever you need them.
The product
A focused workspace for every part of your finances.
Everything that moved, in one organized ledger.
Keep transactions together with their figures, categories, tags, and accounts. Search, filter, split, and reconcile without leaving the page.
Monthly salary
Income · Main checking
+$5,200
1 Jul
Monthly rent
Rent · Main checking
$1,450
2 Jul
Grocery market
Groceries · Everyday card
$124
4 Jul
Local cafe
Eating out · Everyday card
$18
5 Jul
Index fund SIP
Investments · Savings
$500
5 Jul
Electricity
Utilities · Main checking
$82
6 Jul
Netflix
Subscriptions · Millennia Card
₹649
7 Jul
Bring in your financial records and keep them organized.
Add banks, cards, cash, loans, and savings, then import supported statements. Review recognized transactions and keep your records organized.
checking-jul-2025.csv
38 rows parsed · 34 matched · 3 need a category · 1 duplicate held
THIRD WAVE COFFEE BLR
→ Eating out
$12
RENTPAY SKYLINE
→ Rent
$1,450
HOME GOODS MARKET
→ Shopping
$280
GROCERY DELIVERY
→ Duplicate of 5 Jul
$18
Main checking
Bank
$2,140
Savings
Savings
$8,900
Everyday card
Credit card
−$410
Emergency fund
Savings
$4,200
Car loan
Loan
−$3,100
Internet
Due tomorrow
$65
Electricity
In 3 days
$82
Car loan payment
In 9 days
$520
Monthly rent
1 Aug
$1,450
Plan spending and keep track of what is due.
Set budgets and monitor spending while keeping recurring bills and important due dates visible in one place.
Reduce repetitive financial tasks.
Create rules for matching transactions and manage recurring income and payments as part of your regular financial workflow.
When merchant contains “Local cafe”, set category Eating out and tag food.
Monthly on the 1st · next draft 1 Aug. WealthFlow prepares it; you confirm before it posts.
6 months of expenses
December
on track
Track progress toward the things you are planning.
Create financial goals, set targets, and follow your progress using the accounts you already manage in WealthFlow.
Take a clearer view of your money.
Create your WealthFlow account and bring your financial records, plans, budgets, and goals together in one place.