Zero bank logins. Zero data brokers.

Track your wealth without
handing over your bank password.

Most net-worth apps ask for your bank login and pull your data through a third-party aggregator. Wealthkeep never does — you enter your own numbers, or import a CSV you already have, and it never leaves your account.

How much wealth are you keeping?

Get started Log in
No bank login, ever Your data is never sold 30-day free trial
What it tracks

Every number, in the one place it actually belongs.

Not a budgeting app with a net-worth page bolted on — built from the ground up around the whole picture.

Investments & equity

Cost basis, gain/loss, real home equity

Spending, explained

Category mix, month over month

Loans to payoff

Full amortization, to the last payment

Income, gross to net

Every source, deductions included

Real projections

Payoff and growth, from your own numbers

Type it, or import it

A CSV statement works just as well

Travel

Plan the trip, keep the receipts.

Set a budget, build the itinerary, and send one link to everyone coming — they can add flights, stays, and activities without ever seeing the rest of your account.

  • Real spend tracked against planned, side by side
  • Flights looked up by number, stays linked out by name
  • One shareable link the whole group can edit together
Cabo San Lucas · Jan 6–14Shared link
Planned$1,600 / $6,500
Sat · Snorkeling tour$180
Stay · Casa Bonita7 nights
Everyone edits the same plan, no group text needed
Parties

An invite that tracks itself.

Send a link, watch RSVPs and headcount fill in live, and keep the guest list and the budget in the same place instead of three different apps.

  • Going, Maybe, Can't — counted automatically
  • Plus-ones and dietary notes captured per guest
  • Expenses tracked against the party's own budget
Sarah's Birthday · Nov 7RSVP
Going
12
Maybe
3
Can't
2
Budget planned$540 / $800
Guests RSVP on their own link, no spreadsheet
Business

Your own business, on the balance sheet.

Valuation, cash on hand, and every DBA operating under it, folded straight into your real net worth instead of living in a spreadsheet nobody opens.

  • Valuation and cash on hand, tracked over time
  • Multiple DBAs organized under one entity
  • Net profit rolls straight into your net worth
Reyes Equity Investments LLCBusiness
Valuation$85,000
Cash on hand$12,400
Net profit+$6,200
One number, not a spreadsheet nobody opens
Buckets & Weekly Budget

Every dollar, sent somewhere on purpose.

Split income into buckets the moment it arrives — savings, bills, debt — so "money saved" never quietly includes a credit card balance you haven't paid off.

  • A weekly budget you allocate to buckets by hand
  • Bills and debt tracked separately from real savings
  • Loan payments confirmed, never just assumed
This Week's Budget$600
Emergency
Vacation
IRS Tax
Nothing lands in checking without a job to do
Why it's different

Kept the way real wealth deserves to be kept.

 

01

You enter it, you own it

No bank login, no third-party data pull. Every number comes from you — typed in or imported from a statement you choose to upload.

02

Nothing sold, nothing shared

Your financial data is never sold and never used for advertising. It exists to run your own dashboards — nothing else.

03

Built for decisions, not templates

Every figure — equity, payoff date, spending advice — is computed from your real numbers, so what you see is something you can actually act on.

Questions

Before you start

 

Do I need to connect my bank account?
No. Everything in Wealthkeep comes from you — typed in by hand or imported from a CSV statement you export and upload yourself. Your bank credentials are never entered anywhere in the app.
Is my financial data safe?
Your password is hashed, all traffic runs over HTTPS, and your data is never sold or shared with third parties. See the Privacy Policy for the full details, including the few outside services (like transactional email) that support specific features.
How much does Wealthkeep cost?
$9.99/month or $89/year, with a 30-day free trial to start. A card is required to begin the trial, but you won’t be charged until it ends, and you can cancel anytime before then.
Can I track a mortgage and see my real home equity?
Yes. Link a home's value to its mortgage balance and Wealthkeep shows real equity — value minus what's still owed — plus a full projected payment schedule for the loan itself.
Is anything in Wealthkeep financial advice?
No. Wealthkeep is a record-keeping and planning tool. Projections, payoff estimates, and spending suggestions are calculated from the numbers you enter — not financial, tax, or investment advice.
What if I want to stop using it?
You can request full deletion of your account and every piece of data in it at any time — see the Terms of Service for how.

How much wealth are you keeping?

Start with what you already know.

No bank connection, no waiting — add your first account and see the full picture in minutes.

Create your account