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WealthTrunk: Net Worth Tracker

WealthTrunk: Net Worth Tracker

Personal Finance & Money Goals

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

Details

  • Released
  • Updated
  • August 26, 2025
  • September 29, 2026

Features

Developer

Christopher Scott Schultz
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🧾$49.99 - $59.99
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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

1.3.16

September 29, 2026

Attach files to your records: Contacts, insurance records, and notes can now hold up to five attached files. Add PDFs or photos from your record, or scan documents directly in the app. Attachments sync with your records through iCloud. Also in this release: - Backups now clearly show what’s included, with attachment details preserved even though the files themselves aren’t backed up - A refreshed onboarding experience - On iOS 27, swipe Goals and Family Member cards to edit or delete them 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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Subscriptions & In-App Purchases

Yearly

(1 Year)

$24.991 Year
7 Days trial
Price Updates
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

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User reviews

Most RecentHighest RatedLowest Rated

Best app

Great!
Damn2583Damn2583

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.
lxCHALLANGERxllxCHALLANGERxl

Love it! Exactly what I needed

A feedback would be to have currency used frequently added to top than a general list
gokul_rk95gokul_rk95

Very Helpful App!

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

Excellent and Totally PIvate

In this day and age privacy is critical. This app is perfect for that. I recommend checking it out yourself and assuring yourself. You will not be disappointed! Regular improvements are spot on! Earlier review but adding now that app is great and additions are perfect for our tomes!!
Midnightlove2014Midnightlove2014
See 17 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.