U-Wealth: Net Worth Tracker

📊 U-Wealth: Net Worth Tracker & Portfolio Manager
Take complete control of your money with U-Wealth, the all-in-one personal finance app for tracking net worth, investments, expenses, assets, loans, and financial goals.
Manage your complete financial life from one clear dashboard. Track shares, mutual funds, FDs, bank accounts, property, gold, crypto, insurance, retirement funds, loans, daily expenses, and more. Whether you are planning for financial independence, building an emergency fund, or simply organising your finances, U-Wealth helps you understand where you stand.
👤 MULTI-PROFILE FINANCE MANAGEMENT
• 🔐 Sign in securely with your Google account
• 👨‍👩‍👧 Create separate profiles for personal, business, spouse, or family finances
• 🔄 Switch between profiles whenever you need
• 🙈 Hide selected asset balances for added privacy
📈 NET WORTH DASHBOARD & ANALYTICS
• 💰 View your total net worth in one unified dashboard
• 📅 Automatically record daily net worth snapshots
• 📉 Follow net worth growth and trends over time
• 🥧 Understand your wealth allocation across asset types
• 📊 Explore detailed, interactive charts and financial insights
💼 TRACK ALL ASSETS & INVESTMENTS
• 📈 Track stocks and monitor individual holdings
• 📊 Track mutual funds and investment schemes
• 🏦 Manage fixed deposits (FDs), invested amounts, and maturity dates
• 🏠 Add real estate and property values
• 💵 Track cash and balances across bank accounts
• 🪙 Manage gold, silver, crypto, bonds, insurance, and retirement funds
• 💳 Record loans, mortgages, and other liabilities
• 🏦 Add and manage your banking institutions
🧾 EXPENSE TRACKER & CASH FLOW
• 🛒 Log daily expenses in seconds
• 🗂️ Create custom expense categories that fit your lifestyle
• 📊 View spending analytics and category-wise expense charts
• 📒 Keep a complete transaction history for all money in and out
• 🔁 Record transfers between your own accounts and assets
• 🔎 Search instantly for assets, transactions, and expenses
🎯 FINANCIAL GOALS & TARGETS
• 🚗 Create goals such as buying a car, building an emergency fund, or planning a holiday
• 📍 Track how close you are to each target
• 🔗 Link specific investments or savings accounts to financial goals
• 🏆 Stay motivated as you build wealth and reach milestones
☁️ EXCEL IMPORT, EXPORT & SECURE BACKUP
• 📄 Import broker Excel (.xlsx) statements to extract holdings, symbols, and quantities
• 📤 Export your financial data to Excel anytime
• ☁️ Back up your local financial database to Google Drive
• ♻️ Restore your data from a previous Google Drive backup
• 🔄 Enable automatic background backups for greater peace of mind
🔒 PRIVATE, OFFLINE-FIRST & BUILT FOR YOU
• 📱 Use U-Wealth offline with locally stored financial data
• 🛡️ Keep your data under your control with local database storage
• 🔐 Create encrypted backups in your own Google Drive
• 🔔 Get reminders for FD maturities, target progress, and other important financial events
• 🌙 Enjoy a clean Material 3 experience with automatic light and dark mode
U-Wealth brings your investments, assets, liabilities, spending, and savings goals together in one private personal finance dashboard. Stop relying on scattered spreadsheets and multiple apps—start making informed decisions with a complete view of your wealth.
Download U-Wealth: Net Worth Tracker & Portfolio Manager today.