Know what came in and what went out.
WealthNX organizes connected transactions so you can review income and expenses together and see the shape of your cash flow for the selected period.
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Cash Flow Tracker
Cash Flow Tracker for Income and Expenses
See money in, money out and month-to-month changes across your connected accounts without piecing together separate statements.
See spending by category
Review categorized transactions and compare where spending appeared across the accounts you connected. Category quality depends on the underlying transaction data and any edits you make.
Compare month to month
Use historical comparisons to see whether income, expenses or category totals changed from one period to another. WealthNX reports what changed; it does not predict future cash flow.
Ask Wealth Genie about a change
Ask questions such as “Which categories increased this month?” or “Summarize the biggest changes in my cash flow.” Responses explain available data and are not personalized financial advice.
Connected account access is read-only. WealthNX cannot move money or place trades through connected accounts. Values reflect the latest data available from connected sources and may not update at the same time across every account.
Your financial clarity starts here.
Connect your accounts, track your financial picture and ask WealthNX questions about the data you already have.
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