Free without Ads:
Money Management, Budgeting, Reporting, and Goal Tracking
Personal Finance App
Free without Ads:
Vision Money Overview
Your Ultimate Financial Companion: A Comprehensive App for Goal Setting, Family Budgeting, Asset Tracking, and Money Management.
Integrate the Four Pillars of Personal Finance
Goals: set, assess feasibility, and track progress toward future dreams.
Budgets, monthly, compare planned income and spending to actual figures, serving as a daily financial tool.
Transactions provide valuable information, helping you understand your money flow and spending patterns.
Accounts track spending for financial goals, allowing monitoring of investment changes in net worth from past to present.
Vision Money Features: Financial Goals and Budget
Vision Money Features: Transactions and Accounts
Advantages of Vision Money
Tracking multiple goals
As a working woman in a dual-income household, managing the household expenses, mortgage, children's tuition, and thinking about the future when the kids grow up can be overwhelming. Planning for a secure retirement adds to the complexity.
With Vision Money, I can set multiple financial goals, prioritize them, and monitor them at any time. It integrates cash flow calculations for goals, simulates different return rates, tracks progress, and tackles individual financial challenges.
Control spending according to the budget.
I'm a white-collar worker observing the boss's mood daily. Without my morning Starbucks, afternoon bubble tea, and evening outings, life loses its charm. However, by the end of the month, my wallet turns empty.
With Vision Money, I can manually or automatically set budgets, receive alerts for overspending, and get instant dashboard notifications. It calculates the remaining budget based on monthly limits, acting like a personal financial assistant.
Calculate need coverage
As the sole provider supporting my family's livelihood, my wife and children depend on me for everything. Besides daily expenses and education costs for the kids, my biggest concern is what would happen if I were to fall ill or suddenly be unable to provide for them.
With Vision Money, I can automatically calculate insurance coverage and family responsibilities based on financial goals. I can input existing life insurance policies to assess if the current coverage can meet our goals.
Time-saving automatic transactions
I'm a professional who wants to manage finances effectively, dealing with monthly salary deductions for insurance, rent payments, and tracking stock dividends.
With Vision Money, stock dividend notifications, scheduled income and spending notifications are in place. It supports various transaction entries like income, spending, transfers, salary deductions for insurance, advance payments, and even stock transactions including buying, selling, dividends – all consolidated in one record. Reimbursable advance payments for expense reporting are conveniently displayed, making accounting efficient and effortless.
Tracking of cross-account assets
I'm an investor keen on monitoring my investments, with accounts for retirement, investments, and savings, involving stocks, funds, and cash in various currencies. However, each account has its own data scattered across different apps. To assess my overall net worth and investment status, I end up manually organizing data into Excel, lacking real-time updates on market values.
With Vision Money, I can instantly track assets across accounts and download daily prices. Using one app, I can easily know the latest value of each account, making investment management efficient and stress-free!
Mastering investment performance
I'm an active stock trader, often jumping in and out based on which stocks are performing well or following the trend of ETFs. However, despite my efforts in investing, it's challenging to gauge the actual return on investment.
With Vision Money, I can set my investment goals, calculate time-weighted returns, and always stay informed about investment performance. I can assess if my goals are achieved by comparing them to historical performance and see how my results stack up against others.