MoneyWellth

Reset, Refresh, and Refine: New Features and Improvements for a Better Budgeting Experience

December 17, 2024 What’s new at MoneyWellth We’re always working on new features and improvements and today’s release is one that we are all excited about. New Features and improvements released today: Reset Your Budget  Did you fall off track on your budgeting? Needing a reset is not uncommon, now you can easily reset your Reset, Refresh, and Refine: New Features and Improvements for a Better Budgeting Experience

Expanded View Options for Expense Breakdown Chart is Now Here!

What’s new at MoneyWellth We’re always working on new features and improvements and today’s release is one that we are all excited about. New Features and improvements released today: Expanded View Options for Expense Breakdown Chart We’ve extended the toggle buttons for the Expense Breakdown chart to more budget pages. Now, you can easily switch Expanded View Options for Expense Breakdown Chart is Now Here!

Custom Categories and Enhanced Expense insights are here!

October 23, 2024 What’s new at MoneyWellth We’re always working on new features and improvements and today’s release is one that we are all excited about. New Features and improvements released today: Custom Budgeting Categories  We’re excited to introduce custom budgeting categories! If a transaction doesn’t fit into one of our existing categories, you now Custom Categories and Enhanced Expense insights are here!

Enhanced User Profile is Now Here

September 30, 2024 What’s new at MoneyWellth We’re always working on new features and improvements. New Features and improvements released today:   Profile Intake We’ve added two optional fields during the sign-up process: Birth Month/Year and Phone Number.  Added designation for Transaction Status When viewing your transaction list, you can now clearly identify the status Enhanced User Profile is Now Here

Easier Account Updating is Now Here!

What’s new at MoneyWellth We’re always working on new features and improvements. New Features and improvements released today: Updated Dashboard Monthly Budget Card  We’ve enhanced the Budget Breakdown card on the Dashboard to make it more intuitive and user-friendly. The card indicates that it is focused on your Current Monthly Spend, allowing you to quickly Easier Account Updating is Now Here!

Updated Budget Breakdown Category Insights Are Here!

What’s new at MoneyWellth We’re always working on new features and improvements. New Features and improvements released today: Updated Budget Breakdown Category Insights  We’ve updated the Budget Breakdown chart on individual category pages for improved readability. This enhancement allows you to easily compare your actual spending to your budgeted amount within each category, providing valuable Updated Budget Breakdown Category Insights Are Here!

Easier Account Linking is Now Here!

What’s new at MoneyWellth We’re always working on new features and improvements. New Features and improvements released today: Easier Account Linking To simplify connecting all your financial accounts to MoneyWellth, we’ve enhanced the linking process. You can now add multiple accounts in one session. After adding an account, simply click “Link Another Account Now” to Easier Account Linking is Now Here!

Edit transactions rule, monthly budgeting updates and more!

MoneyWellth Product Release

What’s new at MoneyWellth We’re always working on new features and improvements. New Features and improvements released today:   Ability to Edit a Transaction Rule  Our budgeting features allow you to apply rules to transactions, enabling the app to learn your preferences and automatically categorize transactions accordingly. We understand that preferences can change over time, Edit transactions rule, monthly budgeting updates and more!

Recurring Transactions updates and more!

What’s new at MoneyWellth We’re always working on new features and improvements. New Features and improvements released today: Savings Goal Card Updated to Your Motivation Users set financial goals for various reasons—saving for a trip, paying off debt, buying a home, and more. What truly matters is identifying what motivates you financially. Therefore, we’ve renamed Recurring Transactions updates and more!