What's coming next

More ways to grow
your wealth.

WealthView is just getting started. Here's a look at what we're building — features designed to help you understand, track, and grow your finances.

Dates are approximate. Features may arrive in any order.
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✦ In testing Coming soon
What are we testing right now.

Four new features in testing — deeper insights, smarter retirement planning, and more powerful scenario modelling.

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Financial Insights
Personalised tax-optimisation suggestions based on your own data. The Insights panel on the Tax tab surfaces up to 7 types of suggestion — including salary sacrifice opportunities, pension allowance headroom, ISA deadline alerts, and Personal Allowance taper warnings. Tap to opt in.
Free for everyone
🧮
Retirement Needs Calculator
Not sure how much you actually need in retirement? Walk through your expected monthly spending across 9 categories and WealthView translates it into a retirement income goal — with inflation applied to your target date. Find it under Compare to UK benchmarks in Income mode on the Retire tab.
Free for everyone
🪣
ISA & Pension Bucket Mode
Assign each account to an ISA or pension bucket. Your retirement projection then draws them down in the right order — ISA first, then pension — giving you a more accurate long-term picture of how your money will actually last.
Premium
🔀
Advanced Life Event Scenarios
Model the moments that change everything — a contribution increase, a lump sum, a property sale, a career break, or a phased retirement. Stack multiple events on top of your base projection and see exactly how each one shifts your retirement picture.
Premium
Phase 1 0–3 months post-launch
Stay on top of your money.

Small nudges that turn checking your net worth from a chore into a habit you actually look forward to.

📬
Weekly Net Worth Digest
Every Friday evening, get a notification with your net worth for the week and how it's changed. A gentle reminder of the progress you're making — without having to open the app.
Free for everyone
🔥
Snapshot Streak
Keep a weekly streak going by taking a snapshot each week. The History tab will show how consistent you've been — because the best financial habit is just showing up regularly.
Free for everyone
🎆
Your Year in Review
Each January, see a full summary of your financial year — net worth start vs end, your biggest win, how many snapshots you took, and how close you got to your target. Shareable with one tap.
Free for everyone
🏆
More Milestone Celebrations
WealthView already celebrates big moments. We're adding more: your first £100k, £250k, £500k, and £1M — plus debt milestones like your mortgage dropping below £200k. These moments deserve marking.
Free for everyone
Phase 2 1–4 months
Go deeper into your finances.

Powerful tools for people who want more than a number — answers to the questions that actually matter.

📄
Export Your History
Download a clean PDF report or CSV of your net worth history — useful for financial reviews, mortgage applications, or just keeping your own records. Your data, in your hands, in any format.
Premium
💸
Monthly Spending Tracker
Set a monthly budget for each spending category and track actuals against it. Simple manual entry — not a bank integration. Helps you understand where your money actually goes, month by month.
Premium
📊
Compare Retirement Scenarios
See three or four "what if" retirement plans side by side — comparing pot size, monthly income, how long it lasts, and what you'd need to save. Make the decision that's right for you, with the full picture in front of you.
Premium
🏠
Mortgage Overpayment Calculator
Enter your mortgage balance, interest rate, and remaining term. See exactly how much overpaying by £X a month would save you in interest and shave off your payoff date. One of the most valuable calculations a homeowner can run.
Premium
🔥
FIRE Age Calculator
What age could you actually retire, if you wanted to? Based on your current savings rate and spending, WealthView calculates your FIRE number and how long until you hit it — using the widely-accepted 4% withdrawal rule.
Premium
Phase 3 3–9 months
WealthView, everywhere.

Bringing your financial picture to more places — your home screen, your tablet, and straight from your bank.

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Home Screen Widget
See your current net worth and how it's changed this week — right on your home screen, without opening the app. A daily reminder of where you stand.
Free for everyone
🏦
Automatic Bank Balance Sync
Connect your bank accounts securely via Open Banking, and WealthView will update your balances automatically. No more manual entry — your snapshot is always up to date. Your data stays read-only and is never stored on our servers.
Premium
📐
iPad Layout
A proper two-column view built for tablet screens — your accounts and charts side by side, with more room to see everything at once. For those who prefer planning on a bigger canvas.
Free for everyone
Phase 4 6–12 months
Better together.

Your finances don't exist in isolation — these features bring context, comparison, and shared planning.

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See How You Compare
Curious how your net worth stacks up against people your age? We'll show anonymised benchmarks from users with a similar profile — completely private, no names, no details. Just useful context.
Premium
👫
Household Mode
Plan your finances together. Two profiles under one app — with a combined net worth view, shared retirement planning, and individual breakdowns. Built for couples who want to get on the same page financially.
Premium
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