MoneyWellth Reviews & Product Details

The best part of this software that I liked after signing up on it was that it helped me in managing all of my financial investments of my portfolio like PFs, gold, mutual funds, stocks and many more it shows all of my investments on its dashboard and also helped me in understanding that where I have investmented how much and what is the possibility of returns that I can expect on each and every investment in a fixed duration of time. Review collected by and hosted on G2.com.

As there is no any major issue with the software interface but sometime I have financialt there is small bug on their user interface as after entering the data inputs it automatically gets deleted after two three days and this has happened with me 4-5 times till now so I feel that that they should work on this bug and improve it as soon as possible rest the platform is great and does fulfills it's purpose which is a come a complete 360 financial control. Review collected by and hosted on G2.com.

One one of the main benefit that we have been getting after using moneywellth is that the software is completely developed around financial management. It easily helps our team in tracking all of our income, expenses and monthly gross margins and now, it has becomes very easy for us to plan our future budgeting plans by knowing all the financial data and current income pattern of the business. Review collected by and hosted on G2.com.

One of the main challenge that we face after using this tool is that it does not support Indian banks at all and for entering the financial data on their system everytime we use to do it manually and there is no automated data entry feature available on it. Also there is no option of maintaining all the accounts and proper details neither we can generate bills through this software so I can conclude that overall it's a incomplete financial management tool. Review collected by and hosted on G2.com.

This platform is recommended by my company owner who lives in USA to improve my finances. Though I am living in india can not use all features of it still he recommended me and I like it because of follwing reason:

1. It is easy to use and plan finances.

2. Easy to implement and set financial goals which I want to achive.

3. I use this platform dailly as it also provide authentic knowlage(videos) which helps me lot to learn and improve my finances.

4. Great customer support avilable. There AI is giving lot of solutions and usfull articles. Review collected by and hosted on G2.com.

Till date I don't have anyting that I do not like about this platform. So sorry guys.. Review collected by and hosted on G2.com.

It provides more personalized experience which helps me meet my financial milestones and saves a lot of time. It is very easy to navigate and understand what the platform offers for the users. It generates reports to track my expenses periodically. Review collected by and hosted on G2.com.

It is a great platform put together. If there is one thing that needs to be improved then try to bring more customization. I have experienced technical bugs quite a few times but got resolved with customer support. Review collected by and hosted on G2.com.

It helps with tracking expenditure to allow for better money management. That painful headache associated with worrying about finances is reduced since the App promotes intentional spending. Its easy to use also with an interactive interface. Review collected by and hosted on G2.com.

Its a bit difficult to integrate with lesser known financial institutions or if you are outside of the USA. Review collected by and hosted on G2.com.

I have been using MoneyWellth for a while now and it has really helped me take control of my finances in a more structured and easy way. Since i invest in multiple asset classes - stocks to cryptos, It allows me to allocate my budget accordingly and track it. I use it frequently now and it saves so much time than manually doing it on excel.

I even like how it has many article that keep me updated with finance around the world. Review collected by and hosted on G2.com.

Nothing to dislike but i wish it was intergratable with all apps I use. Review collected by and hosted on G2.com.

Because the app is AI everything is automatically budgeted for you.You can link all your different accounts to the platform (savings, loans, credit cards etc.) Review collected by and hosted on G2.com.

The platform can be glitchy and slow at times.A little bit of a learning curve but once you get the hang its great! Review collected by and hosted on G2.com.

There are a few things I like about it the most.

1) I can prepare the budget easily for all my needs and wants and even categorise them for better use and reporting.

2) It gives a comprehensive report to track all the expenses monthly or annually and check where the leakage is to control the costing.

3) I usually invest in various asset classes like stocks, bonds, crypto, and NFTs. Money Wellth helps to prepare the budget for all of them by allowing me to add the app names through which I make investments. Review collected by and hosted on G2.com.

Nothing as such but there is one thing I dislike the most - It doesn't allow me to carry forward the remaining amount which was supposed to be invested.

For example, my monthly budget for investing in stocks is 10,000. Now, I added 10,000 to my stock investment app in January. But I only invested 8,000, so 2,000 is the remaining amount. Money Wellth assumes I invested the whole 10,000 and will add new money in February. But 2,000 is still remaining. If I add another 10,000 in February, then my cash balance would be 12,000, which means an excess of 2,000 as per Money Wellth.

This needs to be fixed immediately for smooth functioning. Review collected by and hosted on G2.com.

I haven't been using this long but I just started focusing more on my budget and how to stay in control of my spending and so I tried MoneyWellth. So far it's been easy to manoevre and its really interesting to see how regular inexpensive purchases can really affect your savings. Review collected by and hosted on G2.com.

No dislikes so far, but my friend said it would be a great feature if there was goal tracking. Review collected by and hosted on G2.com.

MoneyWellth is very easy to use and it was also implemented with so much less effort. We urge all our employees to use MoneyWellth daily for their financial stability. The Financial features of MoneyWellth are very useful to each employee of ours. The customer support of MoneyWellth is up to the mark and resolves any query within a day. MoneyWellth was integrated very successfully in our company and many employees are taking advantages of its financial services. Review collected by and hosted on G2.com.

The feature where one can set a goal to achieve financially is very rigid, It should be flexible so that employees can set their own goals properly Review collected by and hosted on G2.com.