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WealthTrunk: Net Worth Tracker

by Christopher Scott Schultz

iPhone · iPad

Active Last checked 31 Jul 2026

Quick verdict

What it is
Store information collected; independent summary not yet available.
At a glance
  • Free to download
  • In-app purchases

Categories and search queries

Official categories

AppCorpus categories

Key functions

Function Availability Access Scope Evidence
Family Sharing Yes Unknown App Store Store published
Free app Yes Free Store published
In-app purchases Yes Limited free Store published

Screens

App Store

24 store screenshots

WealthTrunk: Net Worth Tracker ipad screenshot 1
WealthTrunk: Net Worth Tracker ipad screenshot 2
WealthTrunk: Net Worth Tracker ipad screenshot 3
WealthTrunk: Net Worth Tracker ipad screenshot 4

Pricing & paywalls

App Store

  • Free to download
  • In-app purchases

Ratings & reviews

App Store

5.0 24 ratings · App Store

  1. 5/5Clean and Cool Net Worth Tool

    I have been tracking my accounts via a custom excel sheet for awhile - this takes all that data and makes it very easy to digest. I really like the projection tool so I can see if I’m on track for retirement goals or not. I also like the ability to export a formatted net worth statement in both graphic and number form. Also for me I like that I enter the data as opposed to having to link an app to a bunch of accounts so there’s no potential for leaked passwords.

    Fairak17 · 31 Jul 2026

  2. 5/5Nice net worth tracker

    Been using for a few months to periodically update my net worth. It’s nice to see it grow (slow and steady!) Also can create PDFs to send to my husband.

    roadtripsnacks · 31 Jul 2026

  3. 5/5Great interface for tracking

    The account lists look just like Monarch Money except with manual tracking, lower costs, and less data privacy concerns

    Diligent_iguana · 31 Jul 2026

  4. 5/5Best on iOS

    All that needs to be said

    love-abby · 31 Jul 2026

  5. 5/5Best app

    Great!

    Damn2583 · 31 Jul 2026

Privacy & accessibility

App Store

Privacy

  • Data Not Linked to You — Analytics — Usage Data — Other Usage Data Developer declared
  • Data Not Linked to You — App Functionality — Diagnostics — Crash Data Developer declared
  • Data Not Linked to You — Diagnostics Developer declared
  • Data Not Linked to You — Usage Data Developer declared

Accessibility

  • Dark Interface — SUPPORTED Store published
  • Differentiate Without Color Alone — SUPPORTED Store published
  • Larger Text — SUPPORTED Store published
  • Reduced Motion — SUPPORTED Store published

Versions

App Store

  • 1.2.10

    Celebrate the New Year - Ring in the new year with a financial review! We’ve added a festive pop-up to help you celebrate the turning of the year in style. - Look out for other seasonal celebrations and animations for future holidays and milestones. A More Immersive Dashboard - We’ve added new Pie Charts! Simply swipe on any bar chart to switch views and visualize your data your way. - Bar chart labels are now smartly displayed based on the space available, so you can see more of the data you care about. Visual Polish - Enhanced profile images to better support larger text sizes (Dynamic Type). - Adjusting your Expected Return is now more intuitive. We’ve replaced text inputs with precise sliders that include a dynamic risk guide, indicating "Low Risk" to "High Risk" as you adjust the percentages. The usual bug fixes and performance improvements to keep everything running smoothly.

  • 1.2.11

    Visual Polish & Improvements - The Account Tab gets more robust grouping options so you can view data however you prefer. - Updated icons and headers with softer colors and consistent shadows. - Resolved a bug where the "Expected Return" sliders were unresponsive on iOS 18 devices. Balance Entry Overhaul - Added a progress bar so you can easily see if you've logged all your balances for a selected day. - Collapsible Groups: Tap group headers to hide or expand sections. Collapsed groups now show group totals and a green checkmark once every account in that section is finished. - An overhauled backend to make viewing and updating balances more responsive. - Account rows are now easier to read, featuring larger balance input fields. - Consistent experience whether updating one account or many. The usual bug fixes and performance improvements to keep everything running smoothly.

  • 1.2.12

    Added a new Help & FAQ section in Settings covers everything from privacy to calculation methodology. Language support for German (de) and Japanese (ja). Fixed an issue where dependent forecast ages wouldn't persist. Improved performance when using sliders in account projection scenarios. The usual bug fixes and performance improvements to keep everything running smoothly.

  • 1.2.13

    Account views are now cleaner and more focused, providing dedicated paths to your full balance history and projection tools The recently added pie charts are now in dedicated cards you can add from the Dashboard Settings, improving performance and flexibility For any accounts, a dedicated Projection Simulator lets you experiment with growth scenarios or debt paydown via an interactive, slider-driven interface Under the hood enhancements to make saving records and loading lists more snappy UI polish across the app, including colors, buttons, and filters The usual bug fixes and performance improvements to keep everything running smoothly.

  • 1.2.14

    Backup & Restore: Fully backup your data and restore it on new devices, perfect for cloning data to a partner's device Smoother Experience: Improved animations, more swipe actions, and better controls Interface Refinements: Cleaner layouts on profile list and settings menus The usual bug fixes and performance improvements to keep everything running smoothly. If you think WealthTrunk is a useful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.2.15

    Easier Returns Input: Tap the expected return field to enter any value up to 100%, or use the slider for quick adjustments YTD chart option now shows up in January so you can track your progress from the start of the year The usual bug fixes and performance improvements to keep everything running smoothly If you think WealthTrunk is a useful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.2.16

    Track Your Portfolios: - Optionally monitor stocks, ETFs, funds, and crypto within your accounts with live market data. - Allocation charts visualize your portfolio on the Dashboard. - Sync your holdings market value to your account balance with one tap. The usual bug fixes and performance improvements to keep everything running smoothly. If you think WealthTrunk is a useful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.2.17

    PDF Net Worth Statement Overhauled - Cleaner layouts, full/muted color options, and a 4 or 5 chart layout picker - PDF Statements now include whichever charts you have on your dashboard Improved dashboard loading performance The usual bug fixes and performance improvements to keep everything running smoothly. Prior update -Be sure to check out the new portfolio tracking feature with live market data If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.2.18

    Bug fixes and optimizations If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.2.19

    Home Screen & Lock Screen Widgets - Add your account balances and net worth directly to your Home Screen or glanceable on the Lock Screen, with trend charts, logo support, and per-member filtering. The usual bug fixes to keep things running smoothly. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.2.20

    Onboarding now shows video previews A few more toggles on the PDF net worth statement tool The usual bug fixes to keep things running smoothly. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.2.21

    Emojis are now available to assign as account logos. New Charts settings menu allows for smoothing balance history charts. Pie charts now show a tappable page indicator. Fixed a bug where contribution amounts were clearing on save. Button to download CSV import templates is working again. The usual bug fixes to keep things running smoothly. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.2.9

    Better Clarity - You can now assign accounts growing contribution amounts, perfect if your contributions grow with your salary. - A touch of animations and optimizations to make charts and numbers load smoother. - Added Contribution/Payment and Rate columns for quicker insights on wider screens. Try landscape mode on your account list! - Logos now search as you type for a more responsive experience. A More Helpful Onboarding Experience - Now a “Returning User” button to restore iCloud data whenever you need. The usual bug fixes and performance improvements to keep everything running smoothly.

  • 1.3.0

    Money Goals: - Create and track your Net Worth targets, Savings goals, and Debt payoff plans all in one place. - Link accounts to each goal so your progress updates automatically - Visualize your history with a balance chart, and see when you’re expected to hit your target. - Dashboard card to see favorite goals on the Dashboard - Widgets to track goal progress at a glance Other Updates: - New currency entry field with ATM-style input - Visual polish and a few bug fixes If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.3.1

    Future Income Accounts: New group to add pensions, annuities, and lifetime payouts to your net worth Built-in present-value calculator to estimate the lump sum from your monthly income and term Pro users can also customize the footer text on PDF statements If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.3.10

    Inflation support is here! - See your future net worth in today's dollars with a new Nominal ↔ Real toggle - Set an inflation rate and instantly view what your projected wealth is really worth over time - This is a foundational feature to allow more wealth planning tools in the future Family members lists can now be sorted by name along with age Core app settings now sync across your devices (or after reinstalling), plus refined projection sliders, smoother onboarding, and standard improvements. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.3.11 · 29 Jul 2026

    Pop of Color, now per profile: give each family member their own accent color and watch the app tint itself as you switch between them. This release also adds light and dark mode selection during setup, iPhone landscape layouts for profiles and goals, grouped goal sections, and a smoother date range picker — plus Mac fixes for backup and CSV import, and standard improvements. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.3.2

    Hotfix for onboarding field validation If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.3.3

    Redesigned Dashboard - A cleaner, more customizable dashboard - More dynamic chart details, tap to discover new insights - Resize charts (Small/Medium/Large/XL) - Reorder everything within a streamlined Customize window - Switch the Net Worth Breakdown and Tax Categories charts between bar and donut Monthly Net Worth Chart - A new chart shows your assets and liabilities side by side each month with your net worth trend layered on top - Scroll or pinch to change the range from 1 to 12 months Projection Insights - Helpful insights you can toggle through like age, safe withdrawal, wealth multiplier, total contributions, and interest paid Family Name - Now add your family name to personalize the app You can now also tap a goal to jump straight to editing it, tap any holding to see its details at a glance, and find a few more configuration options under Settings → Charts. Plus a multitude of other fixes and refinements. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.3.4

    Performance enhancements "Estimate Month-End Value" setting available for the Monthly Net Worth chart Other bug fixes and optimizations If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.3.5

    Run WealthTrunk as a native Mac app. The Mac version adds a full menu bar with keyboard shortcuts for recording balances, adding accounts, creating PDF statements, and more. This release also refines the Accounts and Records screens so you're never left staring at an empty list, plus standard improvements. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.3.6

    Money Market Funds are now supported in portfolio tracking, plus a few touch-ups and interactions to make everything feel smoother. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.3.7

    Adding new accounts now starts with a bank name search to quickly find and attach names and logos. Property accounts (homes, vehicles, collectibles) are simpler, using their own name instead of a bank name. Onboarding has been redesigned to help new users get up to speed. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.3.8

    New in-app tips help you discover key features, plus visual improvements, bug fixes, and optimizations. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

  • 1.3.9

    Update balances with Siri, Spotlight & Shortcuts -Just say "Update my balance in WealthTrunk" or use Spotlight or a Shortcut to record a new balance without opening the app, like from your banking app. Create your own account and tax types right where you pick them, no trip to Settings needed Tap a shared backup file and import it straight into the app Backups now carry your profile photos and custom logos over to a new device Plus standard improvements and bug fixes. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

Alternatives

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Data quality & evidence

Page completeness
Live store listing
Last verified
31 Jul 2026
Sources
App Store

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