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WealthX – Budget & Cashflow

WealthX – Budget & Cashflow

$3.99 Finance & Trading ✓ Verified

Take control of your money with more clarity, structure, and confidence. WealthX brings your accounts, budgets, transactions, and investments into one

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Finance & Trading AI ipad view in mac

About this Tool

WealthX – Budget & Cashflow

Take control of your money with more clarity, structure, and confidence.
WealthX brings your accounts, budgets, transactions, and investments into one

Take control of your money with more clarity, structure, and confidence.
WealthX brings your accounts, budgets, transactions, and investments into one organized system,
so you can see where your money goes and how your financial picture changes over time.

Flexible Budgets
Budgeting should not be limited to one timeline.
Plan by month, quarter, year, or project,
and switch perspectives anytime.
From everyday spending to long-term goals,
everything has a place.

Scenarios
Organize your finances a

Pros & Cons

✓ Pros

  • ✓This app hasn’t received enough ratings or reviews to display an overview.
  • ✓Free plan or freemium pricing

✗ Cons

  • ✗No native Android app
  • ✗Some advanced features may require higher-tier plans

Key Features

📱

This app hasn’t received enough ratings or reviews to display an overview.

📋 Scripts & Prompts for WealthX – Budget & Cashflow +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for WealthX – Budget & Cashflow +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
finmap-org/mcp-server
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
[finmap.org](https://finmap.org/) MCP server provides comprehensive historical data from the US, UK, Russian and Turkish stock exchanges. Access sectors, tickers, company profiles, market cap, volume, value, and trade counts, as well as treemap and histogram visualizations.
GitHub
🔌
Stripe MCP Server
Low 📱 macos, linux, windows
Official Stripe MCP for payments, customers, and subscriptions.
🔓 Sign Up Free to Install
🔌
longportapp/openapi
Intermediate 📱 Claude Desktop, Cursor, Continue.dev
🐍 ☁️ - LongPort OpenAPI provides real-time stock market data, provides AI access analysis and trading capabilities through MCP.
🔓 Sign Up Free to Install
🔌
QuickBooks Online MCP Server
Medium 📱 macos, linux, windows
MCP for QuickBooks Online accounting workflows.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for WealthX – Budget & Cashflow +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE
Claude Sub-agent: Tax-Loss Harvester
▶ On-demand
Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.
https://github.com/anthropics/claude-code
⬇ Import Agent Docs
🤖 CLAUDE CODE
AlphaSense Claude Agent
▶ On-demand
Claude Code agent that uses an AlphaSense API key to perform expert-call and broker-research lookups, then synthesizes findings into a brief.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
🔄 N8N
n8n Mortgage Refi Analyzer
⏰ Scheduled
n8n workflow that triggers on rate-feed changes, compares the user's existing loan terms, computes months-to-breakeven net of closing costs, and emails a recommendation.
https://n8n.io/workflows/
🔓 Sign Up Free to Import
🤖 CREWAI
CrewAI Crypto Treasury Manager
⏰ Scheduled
CrewAI crew that pulls on-chain holdings, evaluates stablecoin vs volatile exposure, and proposes treasury allocation changes with a governance-post draft.
https://github.com/crewAIInc/crewAI-examples
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Use Cases

✅

ipad view in mac app store * [ages 4+ years](https://apps

Who Is This For?

👤

Developers

Tags

Finance & Trading Freemium Desktop iOS

Frequently Asked Questions

WealthX – Budget & Cashflow is available as $3.99. Visit the tool's website for the latest pricing details and plan options.

Visit the WealthX – Budget & Cashflow website to check whether a free tier or free trial is available.

WealthX – Budget & Cashflow is available on Desktop, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the WealthX – Budget & Cashflow website for current trial availability and duration.

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