# Wealth Tracker App — Wealth Tracker App > Wealth Tracker App (iPhone/iPad app by Daniel Goggin.) - Source: https://appshunter.io/ios/app/wealth-tracker-app/id6756480810 (this page in markdown: same URL + `.md`) - Developer: [Daniel Goggin](https://appshunter.io/developer/1860811038) - Category: Finance - Price: Free with in-app purchases - Age rating: 4+ - Requires: iOS 15.0 · 57 MB - Languages: American English, French (France), German (Germany), Hindi, Italian, Japanese, Korean, European Portuguese, Russian, Chinese (Simplified, China) and 1 more - Released: 2026-02-26 - Data updated: 2026-08-23 - User reviews in markdown: https://appshunter.io/ios/app/wealth-tracker-app/id6756480810/reviews.md ## What is Wealth Tracker App? Wealth Tracker – Financial & Estate Planning Wealth Tracker is a premium financial management and estate planning application designed to help individuals understand their financial position, plan their future, and organize important financial and estate information in one secure place. A paid subscription is required to access the dashboard and all core features. Users can create an account and complete onboarding before activating a subscription. FEATURES INCLUDED WITH YOUR SUBSCRIPTION Wealth & Net Worth Tracking Track your complete financial picture in one place. • Track assets and liabilities • Real-time net worth calculation • Financial Freedom Score (7-pillar analysis) • Income and expense tracking • Debt amortisation projections Retirement & Goal Planning Plan your financial future with intelligent projections. • Retirement income gap analysis • 4% withdrawal rule calculations • Savings target recommendations • Goal probability forecasting Professional Financial Reports Generate professional reports to understand your financial health. • Financial Health Check Report • Comprehensive Wealth Report • Estate Planning Report • Downloadable PDF reports • Monthly automated email delivery • Send reports to up to 10 recipients Will Creation & Estate Planning Create and manage important estate planning documents. • Guided 7-step will creation process • UK and US will formats supported • Add beneficiaries, executors, and guardians • Download legally formatted will documents • Upload and manage Will & Power of Attorney documents • Encrypted document storage Insurance Management Keep track of your insurance policies. • Register existing insurance policies • Coverage tracking • Insurance quote requests SUBSCRIPTION INFORMATION Wealth Tracker is available through auto-renewable subscriptions: • Monthly Plan • Annual Plan A 7-day free trial may be available for new subscribers. After the trial period ends, the subscription will automatically renew at the selected plan price unless cancelled at least 24 hours before the end of the trial period. Payment will be charged to your Apple ID account at confirmation of purchase. Subscriptions automatically renew unless cancelled at least 24 hours before the end of the current billing period. You can manage or cancel your subscription anytime in your App Store account settings after purchase. Previously purchased subscriptions can be restored using the “Restore Purchases” option inside the app. Pricing may vary by region and will be displayed inside the app before purchase. WILL DOCUMENT DOWNLOAD (OPTIONAL ONE-TIME PURCHASE) Users can create a personalised digital will directly within the app through a guided process. Downloading the legally formatted will document is available as a separate one-time in-app purchase. Once purchased, the will document can be downloaded multiple times. Certain key details may become restricted from editing after purchase to maintain document integrity. SECURITY & PRIVACY Your financial information is protected using industry-standard security practices. • AES-256 encrypted storage • Secure authentication (Apple Sign-In, OTP, biometrics) • GDPR-compliant data handling Privacy Policy https://financialwellness.coach/#/privacy-policy Terms of Use (EULA) https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Basic Yearly Plan | $59.90 | per year | | Basic Monthly Plan | $5.99 | per month | **One-time purchases** | Purchase | Price | Type | | --- | --- | --- | | Unlock Unlimited Downloads | $59.90 | one-time | | Power Of Attorney Finance | $11.99 | one-time | | Power Of Attorney Health | $11.99 | one-time | ## Version history (last 5 releases) ### 1.0.27 — 2026-08-14 What's New • Joint Accounts: Partners can now link their accounts and identify matching assets, making it easier to manage shared finances. • Achievements & Badges: Added achievements and badges with defined unlock conditions, permanent storage, unlock notifications, and profile display. • Smart Categorisation: Income and expenses are automatically categorised based on entered details, with an option to manually select or correct the category. • Gift Record: Now available exclusively to UK users. • Pension Asset Update: Removed the Retirement Date field from pension asset details. • GDPR Confirmation: Added explicit GDPR confirmation as part of the insurance flow. ### 1.0.26 — 2026-08-06 • Tenant Theme Customization ### 1.0.24 — 2026-07-29 • Mortgage Renewal Popup • Force Update ### 1.0.20 — 2026-07-15 • Spending Ratio Progress Bar • Expense Grouping • Expense Breakdown • Asset Allocation by Class • Asset Allocation by Region • IFA user invite • Digital Signing Centre ### 1.0.16 — 2026-07-07 • Support for Kenya, Nigeria, and South Africa. • New onboarding for non-IFA users. • Will module for Kenya, Nigeria, and South Africa. • Zero subscription for UK users. • After Life Planning. • Power of Attorney (England & Wales, Kenya, Nigeria & South Africa). • 7 Year Gift Register. • Professional Advisors. • Discount code support and removal of Wealth & Estate Reports. • Multi tenant ## Related topics [wealth tracker app](https://appshunter.io/ios/topics/wealth-tracker-app) · [canvas annuity customer app](https://appshunter.io/ios/topics/canvas-annuity-customer-app) --- *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 2026-08-23.*