WealthView: Net Worth Tracker app analytics for July 1

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. 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. 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 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 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, and inheritance tax legislation for 2025/26.