# BeWealthy - Net Worth Tracker — Budget & investing planner

> Budget & investing planner (iPhone/iPad app by Jakub Klamka.)

- Source: https://appshunter.io/ios/app/bewealthy-net-worth-tracker/id6785199184 (this page in markdown: same URL + `.md`)
- Developer: [Jakub Klamka](https://appshunter.io/developer/6785199186)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Age rating: 4+
- Requires: iOS 17.0 · 27 MB
- Languages: American English, Polish
- Released: 2026-07-21
- Data updated: 2026-08-27
- User reviews in markdown: https://appshunter.io/ios/app/bewealthy-net-worth-tracker/id6785199184/reviews.md

## What is BeWealthy?

Your whole financial life in one number.

BeWealthy pulls everything you own and everything you owe into a single balance, updated every day. Bank accounts, cash, brokerage portfolios, crypto, government bonds, real estate, loans and credit cards all live in one place, in one balance.

EVERYTHING YOU OWN, IN ONE BALANCE
- Cash, bank and savings accounts
- Stocks and ETFs with live prices
- Crypto across exchanges and wallets
- Government bonds and fixed income
- Real estate and physical assets
- Loans, leases and credit cards on the liabilities side

A NET WORTH CHART THAT MAKES SENSE
Watch your wealth build over 1 week, 1 month, 3 months, 1 year, 5 years or since day one. Pull down to refresh and every stock, ETF and crypto position reprices at once.

REAL RETURNS, NOT GUESSWORK
Every position shows what you paid versus what it's worth now. Portfolio-level returns are calculated with XIRR, so deposits and withdrawals at different times don't distort the picture. Currency effects are shown separately from actual performance.

A BUDGET BUILT AROUND HOW YOU ACTUALLY SPEND
- Monthly limit overall and per category
- Spending breakdown by category, with progress toward every limit
- Savings rate calculated automatically
- Five different views of the same month: donut, calendar, bars, percentages and trend
- Recurring transactions for rent, subscriptions and instalments

SHARED EXPENSES WITH FRIENDS
Create a pool for a trip, a flat or a project, add the people involved, and log who paid for what. BeWealthy splits it and shows exactly who owes whom — no separate app needed.

GOALS THAT KEEP YOU MOVING
Set a target, track your pace, and see the streak of months you've kept contributing. Your main goal sits right on the dashboard.

LIVE PRICES FROM SOURCES YOU KNOW
Stocks, ETFs and crypto refresh automatically. Set price alerts and get notified when something hits your target.

WORKS IN YOUR CURRENCY
Hold assets in multiple currencies and see everything converted into your base currency, with exchange-rate effects broken out.

BRING YOUR DATA IN AND OUT
Import CSV or Excel statements from your bank, your broker or your crypto exchange, and export everything back to CSV whenever you want. Your data is never locked in.

ON YOUR HOME SCREEN
Widgets put your net worth, budget progress and goals one glance away.

PRIVATE BY DESIGN
No ads. No selling your data. Ever. Lock the app behind Face ID and hide your balances with one tap when someone's looking over your shoulder.

BEWEALTHY PRO
Unlock investments, crypto, bonds and real estate, Pro analytics and forecasts, price alerts, CSV import and export, Home Screen widgets, all currencies and more — with a 7-day free trial.

Terms of Use (EULA): https://bewealthy.cloud/terms/
Privacy Policy: https://bewealthy.cloud/privacy/

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| BeWealthy Pro | $5.99 | per month |
| BeWealthy Pro | $27.99 | per year |



## Version history (last 5 releases)

### 1.3.1 — 2026-08-21

New: Wealth Score. Your Progress tab now scores your financial health in real time — safety buffer, savings rate, debt load, and diversification, each broken down with exact numbers and how you're trending month to month.

Bug fixes and performance improvements.

### 1.3 — 2026-08-19

Refreshed design across the app — cleaner dashboard, portfolio and budget screens.

New onboarding: set up your accounts and first goal in under a minute.

Faster price refresh, better multi-currency handling, and a long list of smaller fixes.

### 1.2.2 — 2026-08-01

Search suggests instantly
Over 300 of the most popular stocks, ETFs and cryptocurrencies now live inside the app — AAPL, VOO or CD Projekt appear the moment you type the first letters. Positions you already hold sit at the top of the list.

Fix what you already entered
Typo in a property's purchase price, or the wrong date? You can correct it now, without deleting the whole entry and starting over. Older stock purchases can finally be edited and deleted too.

Closing an account on one screen
Choose straight away: delete the account along with the money, or move it somewhere else. You see the amount and the consequence before you confirm.

Language works everywhere
Month names, demo data and a dozen texts that stubbornly stayed in one language now switch together with the rest of the app.

Fixes
Annual return (XIRR) is no longer understated when you transfer between your own investment accounts. Deleting data and deleting your account in Settings are clearer — you can see exactly what disappears.

### 1.2.1 — 2026-07-29

Buying an asset is now its own transaction type — it no
longer eats into your budget or savings rate. Your money
doesn't disappear, it just changes form.

Selling shows every position you hold, not just one.

Purchases and sales have their own edit screen — change
the date, quantity or price and the position updates
with it.

Closing an account: choose whether the money goes with
it or moves to a bank account. If assets are left, you
can sell them at the current price.

Shared accounts show your share, with the full account
value below it.

Fixes: Warsaw-listed stocks priced in PLN instead of
USD, correct figures for "I already own this", missing
translations in notifications.

### 1.2 — 2026-07-28

Warsaw Stock Exchange, done properly
Polish stock prices now come from Stooq — tickers are actually found, with full history and up-to-date quotes.

Faster search
Stocks, ETFs and crypto show up in a moment instead of a fifteen-second wait.

Alerts that actually arrive
Prices are checked even when the app is closed, and you see the current price while setting an alert up.

Already own stocks or crypto? Add them in seconds
Just switch on "I already own this" when buying — no fake transfers, no workarounds.

A short tutorial
Settings → Tutorial. It walks you through the app in about a minute.

Plus smoother scrolling, easier deleting and editing with a swipe, and a long list of fixes to signing up and switching between accounts.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-27.*
