Reach Your Financial Goals

Become financially organized with these three easy-to-use tools.

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Setup a Budget and Monitor Spending
Setup a Budget and Monitor Spending

The Home Budget Tracker helps you manage day to day spending and achieve your financial objectives.

Build Your Budget
Set Goals and Plot a Course
Set Goals and Plot a Course

The Income Spending Simulator helps plot your financial course, lifestyle choices, and retirement scenarios.

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Track Your Net Worth
Track Your Net Worth

The Net Worth Dashboard is where you organize your overall investment portfolio across all your accounts.

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About Wealth Meta

At heart we are software makers who enjoy the topic of personal finance. We are not out to sell you any type of investment or loan. We hope the tools and information you find here will be useful in reaching your personal version of financial success.

Upgrade Your Financial Literacy

Recent Blog Posts:

  • September 20, 2022
  • by Angela

Bonds vs CDs - Fixed Income Investing

When it comes to investing in Bonds or CDs there are a few things to consider. Both are fixed income investment vehicles with relatively low risk but there are important differences.

Financial Literacy, Net Worth

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Budgeting for Coffee

Just as a budget is allocated for food, clothes, and shoes, it is necessary to allocate a budget for coffee because coffee is a “must-have” in life, right?

Budgeting

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Budgeting Ideas for Teens

Budgeting is a skill that isn’t often taught in high school. Teenagers learn it through real life, either from role models, or by making budgeting mistakes. It is a skill they can use and benefit …

Family and Finances

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Stocks vs Bonds: Similarities & Risks

I believe many don’t know the difference between stocks and bonds. What are stocks? What are bonds? What are the risks when investing in them? You will get answers to these and some other questions …

Financial Literacy, Net Worth

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Bank Statements - How and Why To Read Yours

Do you think banks are always 100% accurate when handling your money? With many thousands of clients and millions of transactions, the answer is they can’t possibly be perfect all the time. That is why …

Financial Literacy, Budgeting

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