# Stewardfi — A CPA reviews your money

> Personalized monthly financial statements and analysis from a licensed CPA. (iPhone/iPad app by Stewardfi LLC.)

- Source: https://appshunter.io/ios/app/stewardfi/id6761209192 (this page in markdown: same URL + `.md`)
- Developer: [Stewardfi LLC](https://appshunter.io/developer/1888277494)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.1 · 29 MB
- Languages: American English
- Released: 2026-09-28
- Data updated: 2026-10-08
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/stewardfi/id6761209192/reviews.md

## What is Stewardfi?

Most households have no idea where their money actually goes. Not because they're careless, but because nobody has ever put it in front of them clearly.

Stewardfi fixes that. Every month, a licensed CPA goes through your accounts personally and sends you three plain-language financial statements: where your money went, what you own and what you owe, and how your safety net is holding up.

Not a dashboard. Not an algorithm. A person who does this for a living, looking at your actual numbers.

WHAT YOU GET EACH MONTH

- Three statements, written to be read by a human being — no accounting jargon
- Personal, business, and consolidated views if you run something on the side
- Categories mapped to the way taxes actually work
- A clear net worth picture, tracked month over month

WHAT'S IN THE APP

- Every transaction, categorized and searchable
- Spending broken down by category, with drill-downs
- Net worth with a full assets and liabilities breakdown
- Your monthly statements, ready to open or download
- All your accounts in one place, grouped by institution
- Direct messaging with your CPA

BUILT BY A CPA, NOT A STARTUP

Stewardfi's entire system — the chart of accounts, the categories, the statement structure — was designed by a licensed CPA who spent his career in trade accounting and derivatives. The categorization isn't guessing at what your spending means. It's built on how financial statements are actually supposed to work.

YOUR DATA

Bank connections are read-only through Plaid. Stewardfi never sees your banking credentials and can never move money. Your data is encrypted, and you can delete your account and everything in it at any time, from inside the app.

TRY IT FIRST

Tap Demo on the opening screen to explore the full app with sample data. No account, no email, nothing to sign up for.

FOR STEWARDFI CLIENTS

This app is the companion to the Stewardfi service. Accounts are set up directly with your CPA — there's no signup inside the app. If you're not a client yet and want to be, visit stewardfi.ai.

## Key features

- Monthly CPA-prepared financial statements
- Plain-language explanations
- Personal, business, and consolidated views
- Tax-aligned categorization
- Tracked net worth
- Categorized transaction history
- Direct CPA messaging

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/stewardfi/id6761209192/reviews.md

### 5/5 — Unique finance tracking

*2026-10-01*

I’ve tried a variety of finance tracking apps/systems and have not found one that has all the features I want and need to analyze my household cash flow, but this one has it all, plus more. Excellent app and worth your investment.

## Frequently asked questions about Stewardfi

### What is Stewardfi?

Stewardfi provides personalized monthly financial statements and analysis prepared by a licensed CPA. It aims to give users a clear understanding of their money without accounting jargon.

### How does Stewardfi ensure my financial data is secure?

Bank connections are read-only through Plaid, meaning Stewardfi never sees your banking credentials and cannot move money. Your data is encrypted, and you can delete your account and data at any time from within the app.

### What kind of financial statements does Stewardfi provide?

Each month, you receive three plain-language financial statements: one detailing where your money went, another on what you own and owe, and a third on your financial safety net. These are designed to be easily understood by anyone.

### Can I see my spending broken down by category with Stewardfi?

Yes, the app allows you to see every transaction categorized and searchable. Spending is broken down by category, with options to drill down for more detail.

### Is Stewardfi suitable for side businesses?

Yes, Stewardfi offers personal, business, and consolidated views, making it suitable for individuals who run a side business alongside their personal finances.

### How often is Stewardfi updated?

The app was last updated on 2026-09-29, indicating ongoing development and support from the developer, Stewardfi LLC.

### What devices does Stewardfi support?

Stewardfi is available for iPhone and iPod devices, as indicated by its supported devices list.

### Does Stewardfi have ads?

No, Stewardfi does not contain advertisements. The app is free to use and does not have ads.

## Version history (last 1 release)

### 1.0 — 2026-09-29

No release notes.

## Related topics

[stewardfi](https://appshunter.io/ios/topics/stewardfi)

---

*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 2026-10-08.*