WealthDesk is your private financial command center — net worth tracking, budget categories, investment monitoring, and goal dashboards. No ads. No algorithms. Just clarity.
Net worth dashboard, asset breakdown, budget tracking, investments, and goals — all connected.
See all your assets and liabilities in one place. Know your real number at any moment.
Custom budget categories built around how you actually spend. Not generic templates.
Monitor stocks, real estate, crypto, and alternative assets in one unified view.
Set financial goals with milestones. Emergency fund, house, retirement — track them all.
Spot trends, find leaks, and understand exactly where your money goes each month.
Get notified when you're approaching budget limits or hitting savings milestones.
You already pay monthly to Mint, YNAB, or both. You track finances across spreadsheets and separate apps. WealthDesk unifies everything in one private dashboard you own forever.
| Feature | Mint + YNAB + Spreadsheets | WealthDesk |
|---|---|---|
| All finances in one place | ❌ Multiple apps | ✓ Unified dashboard |
| No monthly subscription | ❌ $14.99/mo each | ✓ One-time + optional |
| Custom budget categories | ❌ Generic templates | ✓ Built for you |
| Track investments & crypto | ❌ Limited support | ✓ Full support |
| Private — we never see data | ❌ Cloud-synced & tracked | ✓ 100% yours alone |
| You own it forever | ❌ Depends on company | ✓ Fully yours |
Share what accounts you track, your goals, and how you want to see your data.
Custom WealthDesk built around your exact financial situation.
Log in daily to see your complete financial picture and make better decisions.
"After Mint shut down I tried everything. WealthDesk is the first thing that actually shows my complete picture — business and personal in one place."
"I track 6 properties, a stock portfolio, and my personal budget. WealthDesk handles all of it without me juggling spreadsheets."
+$49/month
Fast, ready-made financial dashboard with your data structure.
Get Started →Built for your specific accounts and financial complexity.
All features, all integrations, all yours to own.
Get Custom Quote →Join high-achievers who stopped guessing and started tracking.