app

WealthCheck Financial Planner

Free financial health checkup

Get a complete snapshot of your financial health in seconds. WealthCheck analyzes your income, expenses, savings, and debt to calculate your net worth, savings rate, and monthly spending — then gives you a personalized action plan to improve. Whether you're budgeting for the first time or optimizing an existing plan, see exactly where your money goes and what to do next.

Screenshots

WealthCheck Financial Planner in ChatGPT, screenshot 1WealthCheck Financial Planner in ChatGPT, screenshot 2

How to use

  1. 1Add it in ChatGPT

    Open WealthCheck Financial Planner in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.

  2. 2Use it in a chat

    Type @ in the composer and pick WealthCheck Financial Planner, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.

Things to ask

  • “What's my net worth?”
  • “Help me create a budget...”

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