HomeBudget with Sync
-23%
$6.47
$4.99
Screenshots
Description
Welcome to Abundo Wealth, the exclusive client portal designed to empower your financial journey! Our app is tailored for clients of Abundo Wealth, offering a seamless and secure gateway to your financial universe.
Features:
Personalized Dashboard: Get a comprehensive overview of your financial landscape. Our intuitive dashboard presents your assets, investments, and savings in a clear and actionable format.
Task Management: Stay on top of your financial goals with integrated task management through your Financial Story. Whether it's setting reminders for bill payments or scheduling meetings with your financial advisor, Abundo Wealth keeps you organized and proactive.
Secure Access: Your privacy and security are paramount. Abundo Wealth employs state-of-the-art encryption and authentication measures to protect your sensitive information.
Features:
Personalized Dashboard: Get a comprehensive overview of your financial landscape. Our intuitive dashboard presents your assets, investments, and savings in a clear and actionable format.
Task Management: Stay on top of your financial goals with integrated task management through your Financial Story. Whether it's setting reminders for bill payments or scheduling meetings with your financial advisor, Abundo Wealth keeps you organized and proactive.
Secure Access: Your privacy and security are paramount. Abundo Wealth employs state-of-the-art encryption and authentication measures to protect your sensitive information.
What's new (v1.0.8)
What's new in 1.0.8
• New annual view on Budget — see a full year of spending and budgets at a glance
• Edit existing splits and balance them in one tap with "Add remaining"
• Quick Split and Add Rule buttons when tapping a transaction
• Flag specific budget categories for review, optionally pinned to a household member
• Refreshed sign-in screen
• Smoother trade execution with step-by-step custodian tutorials (Fidelity, Vanguard, Schwab)
• Tap your budget summary on the dashboard to jump straight to edits
• Layout polish across the app
• New annual view on Budget — see a full year of spending and budgets at a glance
• Edit existing splits and balance them in one tap with "Add remaining"
• Quick Split and Add Rule buttons when tapping a transaction
• Flag specific budget categories for review, optionally pinned to a household member
• Refreshed sign-in screen
• Smoother trade execution with step-by-step custodian tutorials (Fidelity, Vanguard, Schwab)
• Tap your budget summary on the dashboard to jump straight to edits
• Layout polish across the app
