Monthly Assets: Net Worth
Assets, Debts & Family Wealth
About
This app simplifies wealth tracking by focusing on monthly updates of assets and liabilities, rather than daily expenses. It provides a clear overview of your net worth, asset allocation, and wealth growth over time. It also allows for collaborative family wealth management.
What's New in Monthly Assets
1.3
September 13, 2026
- Improved Family features, with support for joining a family via QR code.
FAQ
What is Monthly Assets?
Monthly Assets is a personal finance app designed to track your assets, debts, and overall net worth. It focuses on simple monthly updates rather than detailed daily expense logging.
How does Monthly Assets track finances?
Instead of logging every transaction, you update your balances for bank accounts, stocks, property, and debts once a month. The app then calculates your total assets, liabilities, and net worth.
Can I track my family's wealth with Monthly Assets?
Yes, you can create a family group and invite members to view shared asset information and see the household's total assets together.
Is Monthly Assets free to use?
Yes, Monthly Assets is available for free. There are no costs associated with using its core features for tracking your finances.
Does Monthly Assets have ads?
No, Monthly Assets does not contain advertisements. The app is designed to provide a clean and focused experience for tracking your financial progress.
What devices does Monthly Assets support?
Currently, Monthly Assets is supported on iPhone devices. Future platform expansions may be considered based on user demand.
How often is Monthly Assets updated?
The app was last updated on September 13, 2026, indicating regular maintenance and potential feature additions. Users can expect ongoing support and improvements.
What is the age rating for Monthly Assets?
Monthly Assets has an age rating of 4+, making it suitable for a wide range of users interested in personal finance management.