{"id":4804,"date":"2025-05-21T06:21:42","date_gmt":"2025-05-20T22:21:42","guid":{"rendered":"https:\/\/www.vision.money\/newsite\/?page_id=4804"},"modified":"2025-08-18T12:30:53","modified_gmt":"2025-08-18T04:30:53","slug":"task-based","status":"publish","type":"page","link":"https:\/\/www.vision.money\/newsite\/task-based\/","title":{"rendered":"Task Based"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Section” _builder_version=”4.27.0″ _module_preset=”default” background_color=”RGBA(0,0,0,0)” background_image=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/04\/Group-1321314834-1.png” background_position=”bottom_center” custom_padding=”80px|20px|120px|20px|false|true” background_last_edited=”on|desktop” use_background_color_gradient_phone=”on” background_color_gradient_stops_phone=”#1a48a8 0%|rgba(26, 71, 166, 0.99) 40%|rgba(25, 70, 163, 0.97) 55%|rgba(22, 62, 144, 0.86) 92%|rgba(0,0,0,0) 100%” background_size_phone=”contain” background_position_phone=”bottom_center” custom_css_free_form=”selector{|| z-index: 1;||}” global_colors_info=”{}”][et_pb_row column_structure=”3_5,2_5″ use_custom_gutter=”on” module_class=”row-align-center” _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”3_5″ module_class=”m-full” _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_heading title=”Vision Money \u2013 Start With What You Need” _builder_version=”4.27.4″ _module_preset=”default” title_level=”h2″ title_font=”|700|||||||” title_text_align=”left” title_text_color=”#FFFFFF” title_font_size=”62px” title_line_height=”1.3em” title_font_size_tablet=”72px” title_font_size_phone=”36px” title_font_size_last_edited=”on|phone” global_colors_info=”{}”][\/et_pb_heading][et_pb_text _builder_version=”4.27.0″ _module_preset=”default” text_font=”||||||||” text_text_color=”#FFFFFF” text_font_size=”20px” text_line_height=”1.4em” custom_padding=”|80px|||false|false” custom_padding_tablet=”|80px|||false|false” custom_padding_phone=”|0px|||false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Everyone\u2019s financial needs are different. Vision Money offers task-based guidance tailored to your personal situation.<\/p>\n

<\/span><\/span>Whether you’re tracking expenses, managing assets, or planning your financial future\u2014there\u2019s a clear starting point for you.<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ module_class=”m-full” _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/05\/Group-1321315080.png” title_text=”Group 1321315080″ _builder_version=”4.27.4″ _module_preset=”default” module_alignment=”center” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.27.0″ _module_preset=”default” background_image=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/04\/Group-6-2.png” background_size=”contain” background_position=”top_center” custom_margin=”20px||40px||false|false” custom_margin_tablet=”-100px||0px||false|false” custom_margin_phone=”0px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”70px|10px|30px|10px|false|true” custom_css_free_form=”selector{|| z-index: 0;||}” global_colors_info=”{}”][et_pb_row use_custom_gutter=”on” gutter_width=”1″ _builder_version=”4.27.0″ _module_preset=”default” width_tablet=”80%” width_phone=”100%” width_last_edited=”on|phone” custom_margin=”||||false|false” custom_margin_tablet=”||||false|false” custom_margin_phone=”0px||0px||true|false” custom_margin_last_edited=”on|phone” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text module_class=”symbols-table” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#FFFFFF” custom_margin=”0px||0px||true|false” custom_padding=”0px||0px||true|false” custom_css_free_form=”selector table p{|| padding-bottom: 0;||}” border_radii=”on|15px|15px|15px|15px” box_shadow_style=”preset1″ box_shadow_vertical=”3px” box_shadow_blur=”10px” box_shadow_color=”rgba(0,0,0,0.15)” global_colors_info=”{}”]<\/p>\n\n\n\n\n\n\n\n\n
Task Type<\/th>\nBest For<\/th>\nDescription<\/th>\nKey Features<\/th>\nSubscription<\/th>\n<\/tr>\n<\/thead>\n
Free Budget<\/td>\nUsers who want clear control of their cash flow (beginners or experienced)<\/span><\/td>\nTrack daily transactions and set budgets to control spending and increase savings.<\/span><\/td>\n\n

Income & Expense Method<\/a><\/p>\n

Multi-currency account support<\/p>\n

Categories & tags<\/p>\n

Budget setup (Reset \/ Rollover)<\/p>\n

Overspending alerts & analysis charts<\/p>\n<\/td>\n

\n

<\/span><\/p>\n

Completely free<\/p>\n

 <\/p>\n<\/td>\n<\/tr>\n

Net Worth Tracker<\/span><\/td>\nUsers with multiple assets and accounts in different currencies<\/span><\/td>\nPeriodically enter account balances to track changes in assets, liabilities, and net worth.<\/span><\/td>\n\n

Balance-based Tracking Method<\/a><\/p>\n

Multi-currency account support<\/p>\n

Net worth trend chart<\/p>\n

Asset allocation pie chart<\/p>\n<\/td>\n

\n

<\/span><\/p>\n

Completely free<\/p>\n

 <\/p>\n<\/td>\n<\/tr>\n

Goal Center<\/span><\/td>\nUsers who want to integrate current finances with long-term goals<\/span><\/td>\nCreate diverse financial goals and evaluate feasibility. Choose between income-expense or balanced-balance method. Fully supports multi-currency accounts and exchange rate conversion.<\/span><\/td>\n\n

Choose Income & Expense or Balance Method<\/p>\n

Integrated multi-currency account view<\/p>\n

Goal setup & simulation<\/p>\n

Progress tracking & asset allocation analysis<\/p>\n<\/td>\n

\n

<\/span><\/p>\n

Completely free<\/p>\n

 <\/p>\n<\/td>\n<\/tr>\n

Investment Tracking<\/span><\/td>\nUsers who want to monitor investment performance, market value, and gains\/losses<\/span><\/td>\nAutomatically updates prices and total account value of your investments. Accurately tracks gains, returns, and performance\u2014no more manual entry.<\/span><\/td>\n\n

Investment transaction logs (Buy \/ Sell \/ Dividend)<\/p>\n

Auto-updated prices & account value<\/p>\n

TWR (Time-Weighted Return) analysis<\/p>\n

Gain\/loss statistics & index comparison charts<\/p>\n<\/td>\n

\n

<\/span><\/p>\n

Platinum Subscription Required (Less than USD$3\/month)<\/p>\n

 <\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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\ud83d\udccc All tasks support multi-currency accounts with daily exchange rate update-completely free<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ module_id=”accounting-method” _builder_version=”4.27.4″ _module_preset=”default” background_enable_image=”off” background_size=”contain” background_position=”top_center” custom_margin=”0px||40px||false|false” custom_margin_tablet=”-100px||0px||false|false” custom_margin_phone=”0px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”0px|10px|30px|10px|false|true” custom_css_free_form=”selector{|| z-index: 0;||}” global_colors_info=”{}”][et_pb_row use_custom_gutter=”on” gutter_width=”1″ module_id=”accounting-method” _builder_version=”4.27.4″ _module_preset=”default” width_tablet=”80%” width_phone=”100%” width_last_edited=”on|phone” custom_margin=”||||false|false” custom_margin_tablet=”||||false|false” custom_margin_phone=”0px||0px||true|false” custom_margin_last_edited=”on|phone” custom_padding=”0px||0px||true|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” text_font=”|700|||||||” text_text_color=”#1C1F58″ text_font_size=”32px” text_line_height=”64px” header_text_color=”#1C1F58″ custom_padding=”0px||30px||false|false” global_colors_info=”{}”]<\/p>\n

\ud83d\udcd8 Accounting Method Comparison | Income & Expense vs, Balance-based<\/p>\n

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B<\/p>\n\n\n\n\n\n\n\n\n\n
Category<\/th>\nIncome & Expense Tracking<\/th>\nBalance-based Tracking<\/th>\n<\/tr>\n<\/thead>\n
Best For<\/td>\nUsers who want to manage daily spending and build budgeting habits<\/span><\/td>\nUsers who want a quick overview of total assets and net worth trends<\/span><\/td>\n<\/tr>\n
Core Concept<\/span><\/td>\nRecord every transaction in detail with category breakdowns<\/span><\/td>\nEnter account balances weekly\/monthly to monitor asset\/liability changes<\/span><\/td>\n<\/tr>\n
How It Works<\/span><\/td>\nEach transaction is entered manually with amount and category<\/span><\/td>\nEnter updated account balance; system calculates \u201cNet Asset Income\/Expense\u201d<\/span><\/td>\n<\/tr>\n
Common Use<\/span><\/td>\nBudgeting, expense analysis, daily tracking<\/span><\/td>\nNet worth overview, financial trends, asset reporting<\/span><\/td>\n<\/tr>\n
Strengths<\/span><\/td>\nGives detailed control over spending and budgeting<\/span><\/td>\nSimple and fast \u2014 makes financial tracking incredibly easy<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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Everyone\u2019s financial needs are different. Vision Money offers task-based guidance tailored to your personal situation. Whether you’re tracking expenses, managing assets, or planning your financial future\u2014there\u2019s a clear starting point for you. Task Type Best For Description Key Features Subscription Free Budget Users who want clear control of their cash flow (beginners or experienced) Track […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-4804","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.vision.money\/newsite\/wp-json\/wp\/v2\/pages\/4804","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vision.money\/newsite\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.vision.money\/newsite\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.vision.money\/newsite\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vision.money\/newsite\/wp-json\/wp\/v2\/comments?post=4804"}],"version-history":[{"count":23,"href":"https:\/\/www.vision.money\/newsite\/wp-json\/wp\/v2\/pages\/4804\/revisions"}],"predecessor-version":[{"id":5305,"href":"https:\/\/www.vision.money\/newsite\/wp-json\/wp\/v2\/pages\/4804\/revisions\/5305"}],"wp:attachment":[{"href":"https:\/\/www.vision.money\/newsite\/wp-json\/wp\/v2\/media?parent=4804"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}