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Wealth Builder
Master Money, Live Free & Build A Legacy
Version History
Update Comparison
App Status
  • Latest Version
    5.4.0
  • Time Since Latest Version
    178days4Hour
  • Total Updated Versions (last 1 year)
    1

Version Timeline

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Version History
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Version History

  • Version5.4.0
    01/24/2024

    Master Money, Live Free & Build A Legacy

    Update Log

    Added new Annual Dividend field for Securities (in Asset details)
    MOAC global settings are now independent from selected Balance Sheet

    Screenshots
    App Description

    We’re building a whole new app experience and redefining money management, investing and legacy. Join us on this adventure and your life will never be the same.

    WealthBuilder is the only app designed to show you how to manage your financial life like the wealthy do!

    The app is part of a proven money mastery triad:
    1) True Wealth Formula book available via Amazon
    2) WealthBuilder app via the AppStore
    3) TWF Implementation program and coaching systems

    - New Dashboard to personalize your wealth building experience and maximize your progress through an integrated education, community and algorithm driven platform.
    - Redesigned Course and Coaching experience
    - You can now manually track your balance sheet (asset & liability) accounts using TWF methodology!
    - Set earned income and unearned income goals, Identify your Freedom & Lifestyle Numbers, track progress, completely wipe out debt in record time (comprehensive debt payoff plan), model what the wealthy do, use rules based systems, build a fortress balance sheet (comprehensive compound asset growth forecasting)
    - MUCH more to come ;-)

    Premium features and content available to TWF Implementation Program subscribers.

    Our mission is to Arm You To Survive & Thrive In The New Economy. The WealthBuilder app community is dedicated to helping you stay informed and take action to create wealth by building freedom, security and fulfillment into your life.

    Access True Wealth Formula content. Stay in touch and register for latest updates, personalized wealth building training and coaching. Access your client content via Wealth Builder.

    True Wealth is directly related to individual freedom, quality relationships, self reliance, innovation, production and wise allocation of resources.

    The world is changing fast, and like you, we are concerned for our families and our future. We don’t have much patience for right/left politics or entitlement thinking.

    Our team is obsessed with staying up on the latest trends that affect our ability to create, multiply and protect wealth. We invest personally and significantly into research, analysis, risk management and strategy testing. We know what works vs. what sounds good in theory. You benefit from our experience.

    Welcome to our community!

    FEEDBACK or ISSUES?
    Please open a live chat on our site at https://www.wealthbuilder.io or send an email to [email protected]

  • Version5.3.2
    06/06/2023

    Master Money, Live Free & Build A Legacy

    Update Log

    This release has the following:
    - Fixed issue related errors when deleting cloned Parent and sub Holdings accounts
    - Added link to Documentation (Docs) in profile menu
    - Added link to Progress % to Plan menu
    - Force Sync button added and now required to update Linked Accounts (Pro users only beta feature)
    - Various other UX/UI fixes and improvements

    Screenshots
    App Description

    We’re building a whole new app experience and redefining money management, investing and legacy. Join us on this adventure and your life will never be the same.

    WealthBuilder is the only app designed to show you how to manage your financial life like the wealthy do!

    The app is part of a proven money mastery triad:
    1) True Wealth Formula book available via Amazon
    2) WealthBuilder app via the AppStore
    3) TWF Implementation program and coaching systems

    - New Dashboard to personalize your wealth building experience and maximize your progress through an integrated education, community and algorithm driven platform.
    - Redesigned Course and Coaching experience
    - You can now manually track your balance sheet (asset & liability) accounts using TWF methodology!
    - Set earned income and unearned income goals, Identify your Freedom & Lifestyle Numbers, track progress, completely wipe out debt in record time (comprehensive debt payoff plan), model what the wealthy do, use rules based systems, build a fortress balance sheet (comprehensive compound asset growth forecasting)
    - MUCH more to come ;-)

    Premium features and content available to TWF Implementation Program subscribers.

    Our mission is to Arm You To Survive & Thrive In The New Economy. The WealthBuilder app community is dedicated to helping you stay informed and take action to create wealth by building freedom, security and fulfillment into your life.

    Access True Wealth Formula content. Stay in touch and register for latest updates, personalized wealth building training and coaching. Access your client content via Wealth Builder.

    True Wealth is directly related to individual freedom, quality relationships, self reliance, innovation, production and wise allocation of resources.

    The world is changing fast, and like you, we are concerned for our families and our future. We don’t have much patience for right/left politics or entitlement thinking.

    Our team is obsessed with staying up on the latest trends that affect our ability to create, multiply and protect wealth. We invest personally and significantly into research, analysis, risk management and strategy testing. We know what works vs. what sounds good in theory. You benefit from our experience.

    Welcome to our community!

    FEEDBACK or ISSUES?
    Please open a live chat on our site at https://www.wealthbuilder.io or send an email to [email protected]

  • Version5.3.1
    03/22/2023

    Master Money, Live Free & Build A Legacy

    Update Log

    This release has the following:
    - Improvements to Plaid holdings syncing (Pro members only - beta)
    - Fixed errors in Debt Payoff due to zero balance liabilities
    - Fixed various MOAC related issues and errors: global settings not saving, errors when Earned Income not set to at least $1, removed Daily/Weekly options in Additional Contribution settings in Asset Details, newly imported holdings now auto set to "Exclude from MOAC"
    - Auto focus added to OTP field at login for smoother login experience

    Screenshots
    App Description

    We’re building a whole new app experience and redefining money management, investing and legacy. Join us on this adventure and your life will never be the same.

    WealthBuilder is the only app designed to show you how to manage your financial life like the wealthy do!

    The app is part of a proven money mastery triad:
    1) True Wealth Formula book available via Amazon
    2) WealthBuilder app via the AppStore
    3) TWF Implementation program and coaching systems

    - New Dashboard to personalize your wealth building experience and maximize your progress through an integrated education, community and algorithm driven platform.
    - Redesigned Course and Coaching experience
    - You can now manually track your balance sheet (asset & liability) accounts using TWF methodology!
    - Set earned income and unearned income goals, Identify your Freedom & Lifestyle Numbers, track progress, completely wipe out debt in record time (comprehensive debt payoff plan), model what the wealthy do, use rules based systems, build a fortress balance sheet (comprehensive compound asset growth forecasting)
    - MUCH more to come ;-)

    Premium features and content available to TWF Implementation Program subscribers.

    Our mission is to Arm You To Survive & Thrive In The New Economy. The WealthBuilder app community is dedicated to helping you stay informed and take action to create wealth by building freedom, security and fulfillment into your life.

    Access True Wealth Formula content. Stay in touch and register for latest updates, personalized wealth building training and coaching. Access your client content via Wealth Builder.

    True Wealth is directly related to individual freedom, quality relationships, self reliance, innovation, production and wise allocation of resources.

    The world is changing fast, and like you, we are concerned for our families and our future. We don’t have much patience for right/left politics or entitlement thinking.

    Our team is obsessed with staying up on the latest trends that affect our ability to create, multiply and protect wealth. We invest personally and significantly into research, analysis, risk management and strategy testing. We know what works vs. what sounds good in theory. You benefit from our experience.

    Welcome to our community!

    FEEDBACK or ISSUES?
    Please open a live chat on our site at https://www.wealthbuilder.io or send an email to [email protected]

  • Version5.3.0
    01/21/2023

    Master Money, Live Free & Build A Legacy

    Update Log

    This release has the following:
    - Some important performance and bug fixes related to brokerage holding account data sync (Pro members only - beta)
    - Minor design fixes

    Screenshots
    Video
    App Description

    We’re building a whole new app experience and redefining money management, investing and legacy. Join us on this adventure and your life will never be the same.

    WealthBuilder is the only app designed to show you how to manage your financial life like the wealthy do!

    The app is part of a proven money mastery triad:
    1) True Wealth Formula book available via Amazon
    2) WealthBuilder app via the AppStore
    3) TWF Implementation program and coaching systems

    - New Dashboard to personalize your wealth building experience and maximize your progress through an integrated education, community and algorithm driven platform.
    - Redesigned Course and Coaching experience
    - You can now manually track your balance sheet (asset & liability) accounts using TWF methodology!
    - Set earned income and unearned income goals, Identify your Freedom & Lifestyle Numbers, track progress, completely wipe out debt in record time (comprehensive debt payoff plan), model what the wealthy do, use rules based systems, build a fortress balance sheet (comprehensive compound asset growth forecasting)
    - MUCH more to come ;-)

    Premium features and content available to TWF Implementation Program subscribers.

    Our mission is to Arm You To Survive & Thrive In The New Economy. The WealthBuilder app community is dedicated to helping you stay informed and take action to create wealth by building freedom, security and fulfillment into your life.

    Access True Wealth Formula content. Stay in touch and register for latest updates, personalized wealth building training and coaching. Access your client content via Wealth Builder.

    True Wealth is directly related to individual freedom, quality relationships, self reliance, innovation, production and wise allocation of resources.

    The world is changing fast, and like you, we are concerned for our families and our future. We don’t have much patience for right/left politics or entitlement thinking.

    Our team is obsessed with staying up on the latest trends that affect our ability to create, multiply and protect wealth. We invest personally and significantly into research, analysis, risk management and strategy testing. We know what works vs. what sounds good in theory. You benefit from our experience.

    Welcome to our community!

    FEEDBACK or ISSUES?
    Please open a live chat on our site at https://www.wealthbuilder.io or send an email to [email protected]

  • Version5.2.1
    12/29/2022

    Master Money, Live Free & Build A Legacy

    Screenshots
    Video
    App Description

    We’re building a whole new app experience and redefining money management, investing and legacy. Join us on this adventure and your life will never be the same.

    WealthBuilder is the only app designed to show you how to manage your financial life like the wealthy do!

    The app is part of a proven money mastery triad:
    1) True Wealth Formula book available via Amazon
    2) WealthBuilder app via the AppStore
    3) TWF Implementation program and coaching systems

    - New Dashboard to personalize your wealth building experience and maximize your progress through an integrated education, community and algorithm driven platform.
    - Redesigned Course and Coaching experience
    - You can now manually track your balance sheet (asset & liability) accounts using TWF methodology!
    - Set earned income and unearned income goals, Identify your Freedom & Lifestyle Numbers, track progress, completely wipe out debt in record time (comprehensive debt payoff plan), model what the wealthy do, use rules based systems, build a fortress balance sheet (comprehensive compound asset growth forecasting)
    - MUCH more to come ;-)

    Premium features and content available to TWF Implementation Program subscribers.

    Our mission is to Arm You To Survive & Thrive In The New Economy. The WealthBuilder app community is dedicated to helping you stay informed and take action to create wealth by building freedom, security and fulfillment into your life.

    Access True Wealth Formula content. Stay in touch and register for latest updates, personalized wealth building training and coaching. Access your client content via Wealth Builder.

    True Wealth is directly related to individual freedom, quality relationships, self reliance, innovation, production and wise allocation of resources.

    The world is changing fast, and like you, we are concerned for our families and our future. We don’t have much patience for right/left politics or entitlement thinking.

    Our team is obsessed with staying up on the latest trends that affect our ability to create, multiply and protect wealth. We invest personally and significantly into research, analysis, risk management and strategy testing. We know what works vs. what sounds good in theory. You benefit from our experience.

    Welcome to our community!

    FEEDBACK or ISSUES?
    Please open a live chat on our site at https://www.wealthbuilder.io or send an email to [email protected]

  • Version5.1.2
    11/10/2022

    Master Money, Live Free & Build A Legacy

    Update Log

    This release has some minor bug fixes including:
    - Learn + menu added to mobile
    - Balance sheet selector on Dashboard page re added
    - Reinvest income: Into debt payoff UI adjustment
    - Removed "sync account" as option when adding new accounts on mobile (Pro subscribers please use web app for Plaid testing)

    Screenshots
    Video
    App Description

    We’re building a whole new app experience and redefining money management, investing and legacy. Join us on this adventure and your life will never be the same.

    WealthBuilder is the only app designed to show you how to manage your financial life like the wealthy do!

    The app is part of a proven money mastery triad:
    1) True Wealth Formula book available via Amazon
    2) WealthBuilder app via the AppStore
    3) TWF Implementation program and coaching systems

    - New Dashboard to personalize your wealth building experience and maximize your progress through an integrated education, community and algorithm driven platform.
    - Redesigned Course and Coaching experience
    - You can now manually track your balance sheet (asset & liability) accounts using TWF methodology!
    - Set earned income and unearned income goals, Identify your Freedom & Lifestyle Numbers, track progress, completely wipe out debt in record time (comprehensive debt payoff plan), model what the wealthy do, use rules based systems, build a fortress balance sheet (comprehensive compound asset growth forecasting)
    - MUCH more to come ;-)

    Premium features and content available to TWF Implementation Program subscribers.

    Our mission is to Arm You To Survive & Thrive In The New Economy. The WealthBuilder app community is dedicated to helping you stay informed and take action to create wealth by building freedom, security and fulfillment into your life.

    Access True Wealth Formula content. Stay in touch and register for latest updates, personalized wealth building training and coaching. Access your client content via Wealth Builder.

    True Wealth is directly related to individual freedom, quality relationships, self reliance, innovation, production and wise allocation of resources.

    The world is changing fast, and like you, we are concerned for our families and our future. We don’t have much patience for right/left politics or entitlement thinking.

    Our team is obsessed with staying up on the latest trends that affect our ability to create, multiply and protect wealth. We invest personally and significantly into research, analysis, risk management and strategy testing. We know what works vs. what sounds good in theory. You benefit from our experience.

    Welcome to our community!

    FEEDBACK or ISSUES?
    Please open a live chat on our site at https://www.wealthbuilder.io or send an email to [email protected]

  • Version5.1.1
    11/05/2022

    Master Money, Live Free & Build A Legacy

    Update Log

    This release has some great new features!
    - Global nav for easier balance sheet switching and workflow
    - Option to funnel Asset cash flows into Debt Payoff acceleration via new “Reinvest Income: Into debt payoff” setting
    - Last updated time/date stamp and filtering on all Accounts
    - Various design improvements and bug fixes
    - Financial Institution account balance auto sync via Plaid (currently beta testing for Pro users only)

    Screenshots
    Video
    App Description

    We’re building a whole new app experience and redefining money management, investing and legacy. Join us on this adventure and your life will never be the same.

    WealthBuilder is the only app designed to show you how to manage your financial life like the wealthy do!

    The app is part of a proven money mastery triad:
    1) True Wealth Formula book available via Amazon
    2) WealthBuilder app via the AppStore
    3) TWF Implementation program and coaching systems

    - New Dashboard to personalize your wealth building experience and maximize your progress through an integrated education, community and algorithm driven platform.
    - Redesigned Course and Coaching experience
    - You can now manually track your balance sheet (asset & liability) accounts using TWF methodology!
    - Set earned income and unearned income goals, Identify your Freedom & Lifestyle Numbers, track progress, completely wipe out debt in record time (comprehensive debt payoff plan), model what the wealthy do, use rules based systems, build a fortress balance sheet (comprehensive compound asset growth forecasting)
    - MUCH more to come ;-)

    Premium features and content available to TWF Implementation Program subscribers.

    Our mission is to Arm You To Survive & Thrive In The New Economy. The WealthBuilder app community is dedicated to helping you stay informed and take action to create wealth by building freedom, security and fulfillment into your life.

    Access True Wealth Formula content. Stay in touch and register for latest updates, personalized wealth building training and coaching. Access your client content via Wealth Builder.

    True Wealth is directly related to individual freedom, quality relationships, self reliance, innovation, production and wise allocation of resources.

    The world is changing fast, and like you, we are concerned for our families and our future. We don’t have much patience for right/left politics or entitlement thinking.

    Our team is obsessed with staying up on the latest trends that affect our ability to create, multiply and protect wealth. We invest personally and significantly into research, analysis, risk management and strategy testing. We know what works vs. what sounds good in theory. You benefit from our experience.

    Welcome to our community!

    FEEDBACK or ISSUES?
    Please open a live chat on our site at https://www.wealthbuilder.io or send an email to [email protected]

  • Version5.0.6
    09/23/2022

    Master Money, Live Free & Build A Legacy

    Update Log

    Version 5.0.6 is a minor update with the following features and improvements:
    - Stripe customer portal integration (user’s can update their billing from Profile are of app now)
    - MOAC allow for all assets to have "Exclude from further investment"
    - Ability to add $0 balance, $0 monthly, 0% interest payment for liabilities
    - Delete account feature (App Store requirement)
    - Misc design and performance improvements

    Screenshots
    App Description

    We’re building a whole new app experience and redefining money management, investing and legacy. Join us on this adventure and your life will never be the same.

    WealthBuilder is the only app designed to show you how to manage your financial life like the wealthy do!

    The app is part of a proven money mastery triad:
    1) True Wealth Formula book available via Amazon
    2) WealthBuilder app via the AppStore
    3) TWF Implementation program and coaching systems

    - New Dashboard to personalize your wealth building experience and maximize your progress through an integrated education, community and algorithm driven platform.
    - Redesigned Course and Coaching experience
    - You can now manually track your balance sheet (asset & liability) accounts using TWF methodology!
    - Set earned income and unearned income goals, Identify your Freedom & Lifestyle Numbers, track progress, completely wipe out debt in record time (comprehensive debt payoff plan), model what the wealthy do, use rules based systems, build a fortress balance sheet (comprehensive compound asset growth forecasting)
    - MUCH more to come ;-)

    Premium features and content available to TWF Implementation Program subscribers.

    Our mission is to Arm You To Survive & Thrive In The New Economy. The WealthBuilder app community is dedicated to helping you stay informed and take action to create wealth by building freedom, security and fulfillment into your life.

    Access True Wealth Formula content. Stay in touch and register for latest updates, personalized wealth building training and coaching. Access your client content via Wealth Builder.

    True Wealth is directly related to individual freedom, quality relationships, self reliance, innovation, production and wise allocation of resources.

    The world is changing fast, and like you, we are concerned for our families and our future. We don’t have much patience for right/left politics or entitlement thinking.

    Our team is obsessed with staying up on the latest trends that affect our ability to create, multiply and protect wealth. We invest personally and significantly into research, analysis, risk management and strategy testing. We know what works vs. what sounds good in theory. You benefit from our experience.

    Welcome to our community!

    FEEDBACK or ISSUES?
    Please open a live chat on our site at https://www.wealthbuilder.io or send an email to [email protected]

  • Version5.0.5
    08/07/2022

    Master Money, Live Free & Build A Legacy

    Update Log

    Version 5.0.5 is a minor update with the following features and improvements:
    - MOAC drawer input order
    - Allow shares to go to the thousands place to account for fractional, change for 4 decimals (shares owned), 8 decimals (units owned)
    - Remove mouse movement, up/down arrows in number fields, auto format number fields
    - I am debt free keeps blurred background of chart
    - Assets: exclude from further MOAC investment

    Screenshots
    App Description

    We’re building a whole new app experience and redefining money management, investing and legacy. Join us on this adventure and your life will never be the same.

    WealthBuilder is the only app designed to show you how to manage your financial life like the wealthy do!

    The app is part of a proven money mastery triad:
    1) True Wealth Formula book available via Amazon
    2) WealthBuilder app via the AppStore
    3) TWF Implementation program and coaching systems

    - New Dashboard to personalize your wealth building experience and maximize your progress through an integrated education, community and algorithm driven platform.
    - Redesigned Course and Coaching experience
    - You can now manually track your balance sheet (asset & liability) accounts using TWF methodology!
    - Set earned income and unearned income goals, Identify your Freedom & Lifestyle Numbers, track progress, completely wipe out debt in record time (comprehensive debt payoff plan), model what the wealthy do, use rules based systems, build a fortress balance sheet (comprehensive compound asset growth forecasting)
    - MUCH more to come ;-)

    Premium features and content available to TWF Implementation Program subscribers.

    Our mission is to Arm You To Survive & Thrive In The New Economy. The WealthBuilder app community is dedicated to helping you stay informed and take action to create wealth by building freedom, security and fulfillment into your life.

    Access True Wealth Formula content. Stay in touch and register for latest updates, personalized wealth building training and coaching. Access your client content via Wealth Builder.

    True Wealth is directly related to individual freedom, quality relationships, self reliance, innovation, production and wise allocation of resources.

    The world is changing fast, and like you, we are concerned for our families and our future. We don’t have much patience for right/left politics or entitlement thinking.

    Our team is obsessed with staying up on the latest trends that affect our ability to create, multiply and protect wealth. We invest personally and significantly into research, analysis, risk management and strategy testing. We know what works vs. what sounds good in theory. You benefit from our experience.

    Welcome to our community!

    FEEDBACK or ISSUES?
    Please open a live chat on our site at https://www.wealthbuilder.io or send an email to [email protected]

  • Version5.0.4
    07/07/2022

    Master Money, Live Free & Build A Legacy

    Screenshots
    App Description

    We’re building a whole new app experience and redefining money management, investing and legacy. Join us on this adventure and your life will never be the same.

    WealthBuilder is the only app designed to show you how to manage your financial life like the wealthy do!

    The app is part of a proven money mastery triad:
    1) True Wealth Formula book available via Amazon
    2) WealthBuilder app via the AppStore
    3) TWF Implementation program and coaching systems

    - New Dashboard to personalize your wealth building experience and maximize your progress through an integrated education, community and algorithm driven platform.
    - Redesigned Course and Coaching experience
    - You can now manually track your balance sheet (asset & liability) accounts using TWF methodology!
    - Set earned income and unearned income goals, Identify your Freedom & Lifestyle Numbers, track progress, completely wipe out debt in record time (comprehensive debt payoff plan), model what the wealthy do, use rules based systems, build a fortress balance sheet (comprehensive compound asset growth forecasting)
    - MUCH more to come ;-)

    Premium features and content available to TWF Implementation Program subscribers.

    Our mission is to Arm You To Survive & Thrive In The New Economy. The WealthBuilder app community is dedicated to helping you stay informed and take action to create wealth by building freedom, security and fulfillment into your life.

    Access True Wealth Formula content. Stay in touch and register for latest updates, personalized wealth building training and coaching. Access your client content via Wealth Builder.

    True Wealth is directly related to individual freedom, quality relationships, self reliance, innovation, production and wise allocation of resources.

    The world is changing fast, and like you, we are concerned for our families and our future. We don’t have much patience for right/left politics or entitlement thinking.

    Our team is obsessed with staying up on the latest trends that affect our ability to create, multiply and protect wealth. We invest personally and significantly into research, analysis, risk management and strategy testing. We know what works vs. what sounds good in theory. You benefit from our experience.

    Welcome to our community!

    FEEDBACK or ISSUES?
    Please open a live chat on our site at https://www.wealthbuilder.io or send an email to [email protected]

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