WealthSync – Products and Services
WealthSync offers a tiered digital management suite:
- The Income & Expense Auditor: A 30-day "honest-tracking" module that categorizes spending via AI to reveal hidden "cash leaks."
- 50/30/20 Budget Engine: A dynamic interface that partitions income into Needs (50%), Wants (30%), and Financial Goals (20%) in real-time.
- Debt Strategist: A calculator that allows users to toggle between the Debt Snowball (psychological wins) and Debt Avalanche (mathematical savings).
- WealthSync HYSA Hub: Automated transfers into High-Yield Savings Accounts to build the 3–6 month emergency safety net.
Income & Expense Auditor (30-Day Tracker)
| Category | Total |
|---|
50/30/20 Budget Engine
Needs (50%):
Wants (30%):
Financial Goals (20%):
Debt Strategist – Snowball vs Avalanche
WealthSync HYSA Hub – Emergency Fund Builder
AI Insights (Demo)
📊 Track expenses and budgets to surface cash leaks and optimization tips.