More Things Money Can Do

Have a better relationship with your money no matter where you stand. Making money smarter is a force that drives and inspires us every day. All adding up to a better you!

Wealthry features the latest money management techniques, and design experience to deliver the perfect combination of insight and tools for fast action. And whether you use just this one offer or many of ours, you’ll be able to tap into your financial life in an engaging and almost fun way.

  • Save. Done.
  • Budget. Yes.
  • Net Worth. Check.
Together in one place, plus alerts for everything.

Add your accounts automatically. Just once and then enjoy. We’ll track your activity so you can have it at a glance. Go further with beautiful charts and more.

Wealth isn’t just about money. We just want you to be more wealth rounded.


Money management

Wealthry provides the tools you need to manage your finances all from one place. Your Money ties to budget and debt management fundamentals as well as paying your bills. That’s why at the base of any good personal finance management (PFM) solution, it should include a holistic view of your finances.

Banking

Compare savings account with the best high yields from several banks and credit unions. Use our tools to find the highest savings rates. It doesn’t matter if you are a long time saver or are just getting started, finding the right account is the first step. We’ll help you through it.

Retirement

Our retirement guides help you understand how much you’ll need to save for retirement based on your earning and savings history. We’ve written several reviews and provide the tools you need to live wealthy. Join the Wealthry Store and use your ID across the entire Goalry Mall!


Monitor Your Net Worth

The Net Worth tab tracks the sum of all your assets and liabilities. Property accounts can be added manually on the Accounts tab to make sure key assets — such as the value of your home or vehicle — are counted. You can choose to view the past 6, 9, or 12 months of net-worth history. If you just started using the software, you may not have accumulated enough data to to get an accurate historical picture of your net worth; however, the software will continue to save transaction data moving forward.


Get Access to the Investment Tracker

Whether you’ve just got a 401(k) or you hold an extensive investment portfolio, the Investments tool can help you track and analyze your portfolio performance, adjust your strategy, and determine your allocation. You’ll be able to quickly get a read on your total investment value and your gains and losses. If you need more detailed information about a specific account — or even a specific holding — you can dive in deeper with just a few clicks.

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Shop and Compare Wealth Building Solutions

Shopping online is something you surely tried so far. With the Goalry app, it’s possible to shop for wealth-building solutions. Savings accounts, investing, brokerages - you name it, shop from our marketplace, read reviews and choose the best option for you.