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WealthTrunk: Net Worth Tracker

WealthTrunk: Net Worth Tracker

Personal Finance & Money Goals

25 ratings
24 reviews
📊 Productivity
💰 Finance
Free
In-App Purchases

Details

Released
August 26, 2025
Updated
October 18, 2026

Features

Developer

Christopher Scott Schultz
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iphone
ipad
🧾$34.99 - $59.99
In-App Purchase↘︎
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About

Organize and track your complete net worth, including all accounts and family members. Generate professional reports, project your financial future, and share summaries securely. Designed for privacy and clarity on Apple devices.

✓Track net worth and account growth
✓Organize accounts by family member
✓Generate professional PDF reports
✓Project future wealth and retirement timelines
✓Manual balance entry and optional live market data
✓Privacy-focused with iCloud sync
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+1

What's New in WealthTrunk

1.3.19

October 18, 2026

Side-by-side layout on iPad and iPhone Duo: Accounts, Goals, Records, and Settings now show your list beside the selected item's details. Also in this release: - Help & FAQ now links to the Help Center - Italian language support Plus standard improvements and bug fixes throughout. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

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12

Subscriptions & In-App Purchases

Yearly

(1 Year)

$24.991 Year
Price Updates
October 11, 2026→$24.99
September 18, 2026→$24.99
August 23, 2026→$24.99
July 18, 2026→$24.99
May 20, 2026→$24.99
December 6, 2025→$24.99
October 26, 2025→$29.99
How to cancel WealthTrunk subscription ⁉️

Events

Read more about Crush Your Wealth Goals
Event EndedMajor Update

Crush Your Wealth Goals

Net worth, savings, and debt payoff in one place

May 15, 2026 — Jun 15, 2026

Read More

See All

User reviews

Most RecentHighest RatedLowest Rated

Very Helpful App!

Great tool for tracking monthly my balances on all my accounts.
SRSissi Ross

Response from developer

Thanks for your feedback and glad you are enjoying our app!

Very Helpful App!

Great tool for tracking monthly my balances on all my accounts.
SRSissi Ross

Response from developer

Thanks for your feedback and glad you are enjoying our app!

Best app

Great!
DDamn2583

Response from developer

Short and sweet, thank you. Let me know if there's ever anything I can add or improve to make WealthTrunk even better for you!

Finally found it!

This is the net-worth app I’ve been looking for. Very clean UI/UX. Super easy setup and functions exactly as I would expect and want. I love it. Well made, Chris.
LlxCHALLANGERxl

Response from developer

I'm glad the app is working for your needs, your feedback means the world to me. Reach out if you ever have any feature requests. Thanks for using the app and leaving a review. -Chris

Love it! Exactly what I needed

A feedback would be to have currency used frequently added to top than a general list
Ggokul_rk95

Response from developer

Your feedback means a lot. You can now see recently used currencies at the top of the selection list. I hope you find the app flexible enough for your unique accounts, tax types, and currency needs. Don't hesitate to reach out if you have other ideas to improve the experience. Thanks for using the app!

See 19 more reviews

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FAQ

How secure is WealthTrunk?

WealthTrunk prioritizes privacy by design, storing all your data locally in your iCloud account using Apple's CloudKit technology. The developer does not access, collect, or see your financial information, ensuring no external servers or data harvesting.

What are the subscription options for WealthTrunk?

WealthTrunk offers a free tier with most features. A Pro membership removes account limits for $3.99/month or $24.99/year, supporting development and maintaining an ad-free experience. The yearly plan includes a 7-day free trial.

Can I use WealthTrunk on devices other than iPhone?

Yes, WealthTrunk is purposefully built for Apple devices and syncs seamlessly across iPhone, iPad, and Mac, allowing you to manage your finances from any of your Apple products.

How often is WealthTrunk updated?

The latest version, 1.2.20, was released on March 27, 2026. This indicates a commitment to regular updates and feature enhancements for the application.

What kind of financial data can I track with WealthTrunk?

You can manually record balances for your financial journey and optionally track Stocks, ETFs, and Crypto with live market data. The app supports multiple currencies across accounts.

Can I share my financial information with others using WealthTrunk?

Yes, WealthTrunk allows you to generate professional PDF Net Worth Statements and financial summaries. These can be shared with partners, trusted contacts, or family members for discussions or in case of emergency.

What happens to my data if I cancel my WealthTrunk subscription?

If you cancel your subscription, you retain full access to all your data. You can view, export, and resubscribe at any time to add more accounts or update balances.

Is WealthTrunk suitable for teaching children about money?

Absolutely. WealthTrunk's features, such as organizing accounts by family member and generating reports, make it an excellent tool for annual financial reviews, estate planning, and teaching children about money management.