Organize Your Transactions and Understand Your Spending

WealthNX brings transactions from your connected bank accounts and credit cards into a unified transaction feed. You can see all transactions from all accounts in one place, including available details such as the date, amount, merchant and spending category. This makes it easier to review your activity, check unfamiliar charges and understand where your money goes without switching between different apps.

Yes. WealthNX works as a transaction tracker app that automatically organizes your spending into categories such as groceries, transport, utilities, shopping, subscriptions and entertainment. It uses transaction details from your connected accounts to group your expenses, making it easier to understand where your money goes. You can review transactions by category, identify where you spend the most and correct any transactions placed in the wrong category. This gives you a clearer breakdown of your everyday spending without having to organize every transaction yourself.

Having all bank transactions in one app through WealthNX saves you the hassle of checking multiple banking apps to keep track of your spending. The unified transaction feed brings your available transactions from connected accounts into one place, making it easier to find a particular payment, review recent purchases or check your spending at the end of the month. Whether you use two accounts or several, you can see your financial activity together without switching between different apps. This makes managing everyday transactions simpler and less time-consuming.

Yes. WealthNX brings your combined transaction history from connected accounts into one place, allowing you to look back at transactions from previous months. How far back you can go depends on the transaction data available from your financial institutions. You can use this history to find past purchases, review expenses over a particular period or compare your spending across different months. Having your combined transaction history in one view makes it easier to review past financial activity without checking each account separately.

Yes. WealthNX lets you search for specific transactions within your unified transaction feed, so you don't have to scroll through months of activity to find what you're looking for. You can search by merchant name to locate past purchases, check subscription charges or review payments to a particular business. Being able to search transactions across multiple banks makes it easier to find what you need without going through each connected account separately.

WealthNX lets you filter your transaction tracker by category, date range, account or amount, making it easier to find the transactions you want to review. For example, you can check subscription payments from the past months or look at how much you've spent on groceries during a particular period. You can also narrow your results to specific accounts or review transactions across your connected accounts. These filters help you explore your spending history without scrolling through every transaction.

WealthNX helps you keep track of recent activity across your connected accounts through its personal finance transaction tracker. Transaction information is updated as new data becomes available from your financial institutions, so some transactions may take time to appear. WealthNX is designed to give you a convenient view of your transactions in one place, rather than guarantee instant notifications for every payment. For immediate transaction alerts, you can continue using the notifications provided by your bank.

Yes. WealthNX uses secure, read-only connections to access your transaction history from supported financial institutions. Your banking credentials are not stored on WealthNX servers, and the app cannot initiate payments, place trades or move money from your accounts. WealthNX is also ISO 27001 certified, demonstrating its commitment to internationally recognized information security standards. These safeguards help protect your financial information while allowing you to view your transactions in one place.

WealthNX brings your credit card transactions and bank account transactions together in a unified transaction feed, while keeping each transaction linked to its original account. You can see purchases made using your credit card alongside payments made from your bank account. For example, when you pay your credit card bill, the payment may appear in both accounts, but that doesn't mean you've spent the money twice. This distinction is important for cash flow tracking, as it helps you understand your spending and payments without confusing the two.