Track your net worth, assets and debts in one place. Easy to set up, beautiful to use, and private by design.
WealthTrunk is a purpose-built tool for manually tracking your net worth. Designed for simplicity, updating account balances takes just a few seconds, so you can spend less time managing your finances and more time understanding them. Organise all your accounts by family member, track your wealth journey over time, generate professional reports, and project your path to financial independence. Perfect for individuals, couples or families who want complete financial clarity and easy communication without compromising privacy. WealthTrunk is packed with features not typically found in a spreadsheet or budgeting app.
Getting started is simple. Add a personal profile and tell us about your first financial account, and WealthTrunk creates a personalised dashboard showing net worth, account growth and future projections. And because it’s purpose-built for Apple devices, your data syncs seamlessly across iPhone, iPad and Mac.
Track
Beautiful charts show your net worth and account growth over time.
Manually record balances to chart your financial journey, with no external connections or bank data.
Create Goals that automatically keep your net worth, savings or debt payoff front and centre.
Home Screen widgets help you stay on track.
Optionally track stocks, ETFs, crypto and other assets with live market data.
Supports multiple currencies across accounts.
Organise
Create separate profiles for each family member and organise accounts by person.
Generate professional PDF Net Worth Statements with charts, account details and important records.
Control privacy with show/hide options for sensitive information.
Store financial records, contacts and notes in one place.
Filter your view by individual or family members to see everything together.
Add account nicknames and notes to keep everything clearly organised.
Share & Communicate
Generate professional PDF reports perfect for financial discussions with your partner.
Create financial summaries for trusted contacts or family members in case of emergency.
Import or export data via CSV.
Perfect for annual financial reviews, estate planning or teaching children about money.
Project
Set retirement timelines and see projected future net worth.
Track your progress towards financial independence with FIRE and Coast FIRE projections.
Add monthly contributions and expected returns for forward-looking insights.
Adjust scenarios to see how different strategies may affect your future.
Privacy by Design
WealthTrunk stores everything in your personal iCloud account using Apple’s CloudKit technology. We never see, access or collect your financial information. No third-party connections, external servers or data harvesting. Enjoy a seamless experience built for Apple’s ecosystem.
No Ads
WealthTrunk is designed with the sole purpose of helping you organise and track your finances. We’ll never interrupt your experience with ads or try to sell you products you don’t need.
Subscription Details
WealthTrunk offers a free tier covering the essentials for tracking and sharing your net worth. Add accounts, record balances, chart your net worth and generate a PDF statement. If you have a simple financial picture, this may be all you need. Pro raises the account limit, unlocks additional dashboard charts and insights, and removes a few banners. Subscribing supports development and keeps the app ad-free. If you cancel your subscription, you keep all your data. View it, export it and resubscribe at any time to add more accounts or update balances.
Music by: Bensound.com/royalty-free-music
Licence code: XSCF94MLJYGCALBB
Artist: Benjamin Tissot
Terms of Use: https://wealthtrunk.app/Terms_of_Service.html
Privacy Policy: https://wealthtrunk.app/Privacy_Policy.html
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
Financial Independence: Track your progress towards FIRE right on the dashboard. See when your liquid assets are projected to cover your retirement spending, scrub the curve to any year, and switch between FIRE and Coast FIRE. Set your monthly spending and withdrawal rate to make it yours.
Custom account and tax types are free for everyone!
Also in this release:
• Fixed income calculator now accepts a typed discount rate above the slider’s limit
• Two-column dashboard layout on wider screens
• Goals card can now filter by your selected profiles, check the toggle in the card settings
• Tapping a goal in the widget opens that goal
• Currency pickers show country flags and hide codes nobody actually holds
Plus standard improvements throughout.
If you think WealthTrunk is a helpful tool, please leave us a positive review on the App Store. It helps the app continue to improve!
Version 1.3.14
The developer, Christopher Scott Schultz, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Usage Data
Diagnostics
Privacy practices may vary based, for example, on the features you use or your age. Learn More
The developer indicated that this app supports the following accessibility features. Learn More
