Wealthfolio vs Yomio: Pricing and Ratings Compared (2026)
Entry prices and free plans as read on each vendor's pricing page, and user ratings as published on review sites, for Wealthfolio and Yomio side by side. This page compares data; it is not a hands-on review.
On the data: On the data below the two are close or not directly comparable, so we do not name a winner for this pair.
Short on time? Here's the quick answer
Based on published vendor pricing and features and on public review data, here's who should pick what:
Wealthfolio
Open-source, offline, and private investment tracker for desktop, mobile, and web.
Best for you if:
- • You want open-source and auditable code
Yomio
Track every item on your receipts, understand spending patterns, and manage family budgets effortlessly.
Best for you if:
- • You want item-level receipt scanning goes deeper than bank categorization
| At a Glance | Wealthfolio | Yomio |
|---|---|---|
Starts at | Free plan | Free plan |
Category | Finance Personal Finance | Finance Analytics |
Rating | n/a | n/a |
Free plan | Yes | Yes |
Choose Wealthfolio or Yomio?
Choose Wealthfolio if
- You want open-source and auditable code
- You want prioritizes user privacy with local data storage
Choose Yomio if
- You want item-level receipt scanning goes deeper than bank categorization
- You want yopilot AI lets you ask spending questions in plain language
In-Depth Analysis
Wealthfolio
Open-source, offline, and private investment tracker for desktop, mobile, and web.
The Wealthfolio free tier is incredibly generous, offering a comprehensive suite of features for an investment tracker.
Strengths
- Pro: Open-source and auditable code
- Pro: Prioritizes user privacy with local data storage
- Pro: No account required for core functionality
- Pro: Comprehensive investment and net worth tracking features
- Pro: Optional brokerage sync and multi-device access via 'Connect' subscription
Weaknesses
- Con: Brokerage sync and multi-device access require a paid subscription
- Con: Core functionality requires manual data import without 'Connect'
- Con: AI and licensed market data are part of higher-tier 'Connect' plans or require user-provided keys
Key features
Yomio
Track every item on your receipts, understand spending patterns, and manage family budgets effortlessly.
The pricing for Yomio appears fair, offering a robust free tier for basic users.
Strengths
- Pro: Item-level receipt scanning goes deeper than bank categorization
- Pro: Yopilot AI lets you ask spending questions in plain language
- Pro: Family sharing enables joint household budget visibility
- Pro: Clean visual analytics make spending patterns obvious
- Pro: Cross-platform with seamless cloud sync
Weaknesses
- Con: Relies on OCR accuracy, damaged receipts may fail
- Con: Premium subscription required for AI features
- Con: Relatively new app with limited track record
- Con: No desktop or web app, mobile only
Key features
Plans and prices: Wealthfolio vs Yomio
| Tool | Plans and prices | Source |
|---|---|---|
| Wealthfolio |
| wealthfolio.app read Oct 2, 2026 |
| Yomio | No plan prices on file | yomio.app read Sep 29, 2026 |
Prices as read on each vendor's own pricing page on the date shown. Plans are listed per tool and are not matched against the other tool's plans: a plan name or price in one column says nothing about the same row in the other. Details on Wealthfolio pricing and Yomio pricing.
Key Takeaways
Wealthfolio
- Choose if you want open-source, offline, and private investment tracker for desktop, mobile, and web
Yomio
- Choose if you want track every item on your receipts, understand spending patterns, and manage family budgets effortlessly
What the data shows
On the data below the two are close or not directly comparable, so we do not name a winner for this pair.
- Both have a free plan.
Criteria: user rating (only above 20 reviews on both sides, gap of 0.2 or more), entry price (only on the same billing basis), free plan. How we rate
Frequently Asked Questions
How do Wealthfolio and Yomio compare in 2026?
On the data below the two are close or not directly comparable, so we do not name a winner for this pair. Both have a free plan.
What are Wealthfolio and Yomio used for?
Wealthfolio: Open-source, offline, and private investment tracker for desktop, mobile, and web. Yomio: Track every item on your receipts, understand spending patterns, and manage family budgets effortlessly.
What does Wealthfolio cost vs Yomio?
Wealthfolio has no public paid-plan price on file. Yomio has no public paid-plan price on file. Prices read on the vendors' pricing pages, latest check Oct 2, 2026.
What's the main difference between Wealthfolio and Yomio?
Wealthfolio's main strength: open-source and auditable code. Yomio's main strength: item-level receipt scanning goes deeper than bank categorization.