WealthView - Net Worth Tracker

Take control of your financial future.
WealthView is the personal finance app built for people who want more than a budget tracker. See your complete net worth at a glance, plan the retirement you actually want, and understand your tax position — all in one place, all stored privately on your device.

YOUR NET WORTH, SIMPLIFIED
Add your assets and liabilities — savings, pensions, property, investments, mortgages, loans — and watch your real financial picture come together. Track how your wealth changes over time with automatic snapshots and clear historical charts.

PLAN YOUR RETIREMENT WITH CONFIDENCE
The retirement planner models your pension pot growth, drawdown income, State Pension, and defined benefit pensions side by side. See year-by-year projections, check your retirement readiness score, and compare against Minimum, Moderate, and Comfortable PLSA benchmarks. Choose between drawdown rate or target monthly income mode, and model inflation-linked defined benefit pensions that grow from the age they begin paying out.

RETIRING EARLY? WE'VE GOT YOU COVERED
If you plan to retire before pension access age (55/57), WealthView automatically models an ISA bridge — drawing down your ISA and cash savings to fund your income while your pension pot grows untouched. At pension access age, drawdown switches over seamlessly. Any tax-free lump sum is deferred to pension access age and applied automatically. Advanced life events let you model contribution changes, property sales, phased retirement, lump sums, and income pauses at any age.

UNDERSTAND YOUR TAX POSITION
WealthView surfaces your income tax and National Insurance in plain English. See your pension annual allowance, ISA usage, personal savings allowance, and — with Premium — get an estimate of your retirement tax bill, inheritance tax exposure, and capital gains awareness.

MODEL YOUR FINANCIAL DECISIONS
The Net Worth Modeller lets you explore what happens when you overpay your mortgage, increase pension contributions, or invest a lump sum — with side-by-side baseline vs. projected charts so you can see the real impact. Save and compare multiple retirement scenarios side by side.

YOUR DATA, YOUR WAY
Export your complete WealthView data as a JSON backup at any time — and restore it just as easily. Whether you're switching devices or just want a local copy of your financial history, your data is always in your hands.

PRIVATE BY DESIGN
Everything stays on your device. No account required. No data sent to any server. No cloud sync. Just your numbers, in your hands.

FREE FEATURES
Unlimited accounts across all categories
Net worth tracking and history charts
Retirement chart and readiness score
5-row year-by-year retirement preview
Income tax and NI breakdown
ISA and pension allowance tracking
5 snapshots in History

PREMIUM — £7.99 ONE-TIME
Full retirement modeller controls (age, contributions, drawdown, inflation, lump sum)
Complete year-by-year retirement breakdown
ISA bridge modelling for early retirement (pre-pension-access income from ISA/cash)
Tax-free lump sum planning, including deferred lump sums when retiring early
Advanced life events — model contribution changes, property sales, phased retirement and more
Scenario builder — save and compare multiple retirement plans
Net Worth Modeller with scenario modelling
Unlimited snapshot history + manual snapshots
Dark mode
Real-terms (inflation-adjusted) charts
Category editor and net worth target
Tax Relief, Retirement Tax Estimate, IHT and CGT sections
Milestone badges
Full data export and import

No subscription. No renewal. Pay once, own it forever.

WealthView is designed for UK residents. Figures use UK tax thresholds, State Pension rules, ISA allowances, pension access age rules, and inheritance tax legislation for 2025/26