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💰 Personal Wealth & Finance Tracking

Start Your WealthDesk App

We build it, you review it, you approve it — then you pay. Zero risk to get started.

✓ Live same day or next
✓ 2 revision rounds included
✓ Pay only after you approve
✓ No contracts to start
Starter
WealthDesk Starter
$299 setup
then $49/mo · billed after approval
  • Net worth dashboard (assets & liabilities)
  • Budget tracking by category
  • Savings goals with progress tracking
  • Monthly financial snapshot & trends
  • Secure, private to you
  • Mobile-ready, hosted & maintained
Tell us about your finances
We'll use this to personalize your app before you ever see it. Expect a live preview link in your inbox today — usually within a few hours.
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No payment required to start. We build your app, you review it and request any changes — payment of $299 setup + first month ($49) is only collected after you approve the final design.
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You're in the build queue!

We've received your details and will have your WealthDesk app ready for review — usually within a few hours. Check your email — we'll send you a link to your live app preview.

1
App built (same day)We build your branded WealthDesk app and send you an editor access link.
2
Review & request changesExplore your live app and use our revision portal to request any tweaks. 2 rounds included.
3
Approve & pay to launchOnce you're happy with it, sign the service agreement and pay $348 ($299 setup + first month). Your app goes fully live.