WealthSync AI

Your money, on one screen.
About two minutes.

No card. No trial clock. You type in what you have, WealthSync AI does the math and keeps the history. Here is everything the free version does, start to finish.

Set it up

1

Add your accounts

Open Accounts and add one for each thing you own or owe: checking, savings, investments, and debt. Type the name and the balance. That is the whole step.

Credit cards and loans go in as Debt — enter what you owe as a positive number and WealthSync AI subtracts it for you.

2

Watch your net worth appear

Go to your dashboard. Everything you added is now one number: what you own, minus what you owe. The donut shows how your money is split between cash, savings, and investments.

3

Log a few transactions

Tap Log a transaction on the phone, or + Add on the transactions page on your computer. Amount, where it went, category, done in about five seconds.

Your spending sorts itself by category as you go, and your budget envelopes fill in automatically.

4

Come back and update

Balances change, so update them when they do. On the phone tap the account and type the new number. On your computer hit Update balance on any account row.

Every update becomes a point on your chart. That is how the story of your money builds itself, week by week.

The two minute version: add your accounts, type the balances, look at your dashboard. Everything else can wait until tomorrow.

What you get for free, forever

WhatFree
Net worth, live, from your own numbersYes
Accounts you add by hand (all four kinds)Yes
Transactions you log, sorted by categoryYes
Net worth chart that builds over timeYes
Budget envelopes and spending breakdownYes
A savings goal with a progress barYes
Ask WealthSync AI, answered from your numbers5 questions
Wall of Wins, read the communityYes
Export everything you enteredYes
Connected banks, updating themselvesMembership
Milo, your AI money companionMembership

Questions people ask

Is my free account going to expire?

No. There is no trial clock and no card on file. Manual tracking is free for as long as you want it.

What happens when I run out of AI questions?

You keep everything else. Ask WealthSync AI gives you five questions answered from your own data, and the membership makes them unlimited.

Do my phone and my computer stay in sync?

Yes. Same account, same numbers, everywhere you sign in. The computer has the bigger tools: full transaction table, budget boards, and CSV export.

What does the membership actually change?

Your banks do the typing. Balances and transactions flow in on their own, spending sorts itself, and your numbers are current every time you open the app. Everything you entered by hand comes along with you.

Can I get my data out?

Anytime. Settings, then export, and you get a complete copy. You can delete your account and everything in it from the same place.

I am stuck on something.

Reply to the email that brought you here, or write to support@officialwealthsyncai.com. A real person answers.

Ready

Open my dashboard
WealthSync AI is a personal finance tracking tool. It is not financial, investment, tax, or legal advice.
Questions: support@officialwealthsyncai.com