# WealthTrunk: Net Worth Tracker — Personal Finance & Money Goals > Net worth tracker and financial projection tool for individuals and families. (iPhone/iPad app by Christopher Scott Schultz.) - Source: https://appshunter.io/ios/app/wealthtrunk-net-worth-tracker/id6748625363 (this page in markdown: same URL + `.md`) - Developer: [Christopher Scott Schultz](https://appshunter.io/developer/1826663144) - Category: Finance, Productivity - Price: Free with in-app purchases - Rating: 5.00/5 from 25 App Store ratings · 22 written reviews indexed - Age rating: 4+ - Requires: iOS 18.6 · 52 MB - Languages: English, French, German, Japanese, Chinese, Spanish - Released: 2025-08-26 - Data updated: 2026-09-04 - Monetization: freemium - User reviews in markdown: https://appshunter.io/ios/app/wealthtrunk-net-worth-tracker/id6748625363/reviews.md ## What is WealthTrunk? WealthTrunk is a purpose-built tool to manually track your net worth. Built for simplicity, updating account balances takes just a few seconds so you can spend less time managing your finances and more time understanding them. Organize all of your accounts by family member, track your wealth journey over time, generate professional reports, and project your path to financial independence. Perfect for individuals, couples, or families who want complete financial clarity and easy communication without compromising privacy. WealthTrunk is packed with features not typically found in a spreadsheet or budgeting app. Getting started is simple. Add a personal profile and tell us about your first financial account, and WealthTrunk creates a personalized dashboard showing net worth, account growth, and future projections. And since it's purposefully built for Apple devices, your data syncs seamlessly across iPhone, iPad, or Mac. Track - Beautiful charts show your net worth and account growth over time. - Manually record balances to chart your financial journey, no external connections or bank data. - Create Goals that automatically keep your net worth, savings, or debt payoff front and center. - Home screen widgets help you stay on track. - Optionally track Stocks, ETFs, Crypto, and other assets with live market data. - Supports multiple currencies across accounts. Organize - Create separate profiles for each family member and organize accounts by person. - Generate professional PDF Net Worth Statements with charts, account details, and important records. - Control privacy with show/hide options for sensitive information. - Store financial records, contacts, and notes in one place. - Filter view by individual or family members to see everything together. - Add account nicknames and notes to keep everything clearly organized. Share & Communicate - Generate professional PDF reports perfect for financial discussions with your partner. - Create financial summaries for trusted contacts or family members in case of emergency. - Import or Export data via CSV. - Perfect for annual financial reviews, estate planning, or teaching kids about money. Project - Set retirement timelines and see projected future net worth. - Track your progress to financial independence, with FIRE and Coast FIRE projections. - Add monthly contributions and expected returns for forward-looking insights. - Adjust scenarios to see how different strategies impact your future. Privacy by Design WealthTrunk stores everything in your personal iCloud account using Apple's CloudKit technology. We never see, access, or collect your financial information. No third-party connections, external servers, or data harvesting. Enjoy a seamless experience built for Apple's ecosystem. No Ads WealthTrunk is designed with the sole purpose of helping you organize and track your finances. We'll never interrupt your experience with ads or try to sell you products you don't need. Subscription Details WealthTrunk offers a free tier that covers the essentials for tracking and sharing your net worth. Add accounts, record balances, chart your net worth, and generate a PDF statement. If you have a simple financial picture, this may be all you need. Pro raises the account limit, unlocks additional dashboard charts and insights, and removes a few banners. Subscribing supports development and keeps the app ad-free. If you cancel your subscription, you keep all your data. View it, export it, and resubscribe at any time to add more accounts or update balances. Music by: Bensound.com/royalty-free-music License code: XSCF94MLJYGCALBB Artist: : Benjamin Tissot Terms of Use: https://wealthtrunk.app/Terms_of_Service.html Privacy Policy: https://wealthtrunk.app/Privacy_Policy.html ## Key features - 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 ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Yearly | $24.99 | per year | | Monthly | $3.99 | per month | **One-time purchases** | Purchase | Price | Type | | --- | --- | --- | | Lifetime License | $49.99 | one-time | | Pro Lifetime | $49.99 | one-time | ## Recent user reviews (10 of 22) All indexed reviews: https://appshunter.io/ios/app/wealthtrunk-net-worth-tracker/id6748625363/reviews.md ### 5/5 — Best app *2026-08-21* Great! **Developer response:** 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! ### 5/5 — Finally found it! *2026-08-09* 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. **Developer response:** 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 ### 5/5 — Love it! Exactly what I needed *2026-07-28* A feedback would be to have currency used frequently added to top than a general list **Developer response:** 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! ### 5/5 — Very Helpful App! *2026-07-18* Great tool for tracking monthly my balances on all my accounts. **Developer response:** Thanks for your feedback and glad you are enjoying our app! ### 5/5 — Excellent and Totally PIvate *2026-07-18* 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!! **Developer response:** Your review means a lot as we continue to develop more features. Thank you! It was important that we have no login required, no personal data collection, and no storage on any 3rd party servers. This is the benefit of building a dedicated iPhone/iPad app with simple integrations. We will leave data harvesting and ads to the bigger name apps. ### 5/5 — Good Mac companion *2026-07-18* I use the iPhone version primarily but it’s nice to be able to see my numbers and dashboard on Mac too **Developer response:** I’m glad you are finding the Mac version and iCloud syncing is working well for you. Let us know if we can make any improvements. ### 5/5 — Best app *2026-07-09* Great! **Developer response:** 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! ### 5/5 — Best on iOS *2026-05-30* All that needs to be said **Developer response:** Thanks for the awesome review! I really appreciate you taking the time to share it. ### 5/5 — Best wealth tracking app *2026-05-19* I use it every week to manually add the entries and I am finding it useful to track where all my money resides. Definitely recommend it. **Developer response:** Thank you so much for the review. I love hearing that your weekly check-ins are helping you get a clear picture of where your money lives. That's exactly why we built it. Reach out if we can ever make the experience better! ### 5/5 — Excellent and Totally PIvate *2026-03-11* 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! **Developer response:** Your review means a lot as we continue to develop more features. Thank you! It was important that we have no login required, no personal data collection, and no storage on any 3rd party servers. This is the benefit of building a dedicated iPhone/iPad app with simple integrations. We will leave data harvesting and ads to the bigger name apps. ## Frequently asked questions about WealthTrunk ### 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. ## Version history (last 5 releases) ### 1.3.14 — 2026-08-26 Financial Independence: Track your progress towards FIRE right on the dashboard. See when your liquid assets are projected to cover your retirement spending, scrub the curve to any year, and switch between FIRE and Coast FIRE. Set your monthly spending and withdrawal rate to make it yours. Custom account and tax types are free for everyone! Also in this release: • Fixed income calculator now accepts a typed discount rate above the slider’s limit • Two-column dashboard layout on wider screens • Goals card can now filter by your selected profiles, check the toggle in the card settings • Tapping a goal in the widget opens that goal • Currency pickers show country flags and hide codes nobody actually holds Plus standard improvements throughout. If you think WealthTrunk is a helpful tool, please leave us a positive review on the App Store. It helps the app continue to improve! ### 1.3.13 — 2026-08-19 Split Accounts for Goals: Savings goals can now count part of an account instead of all of it. Set any percentage and progress, charts and the projected completion date all follow it. Perfect when one account is saving for more than one thing. Also in this release: -Fixed a bug that made adding holdings unreachable -UI updates for linking goals with accounts -Closed accounts stay linked to goals, so their history still counts -Privacy mode masks fewer chart insights -Cleaned up some feature gating for Free users Plus standard improvements throughout. If you think WealthTrunk is a helpful tool, please leave us a positive review on the App Store. It helps the app continue to improve! ### 1.3.12 — 2026-08-12 We’ve updated a few visuals and enhanced the user experience: • Accounts and Goals have revamped detail pages to put more information at your fingertips • Growing Contributions: set how your monthly contributions change each year, either with a flat annual increase or an adjustment that keeps pace with inflation • Insurance records can now have a specific currency • Plus a landscape dashboard on iPhone, recently used currencies and the usual improvements Plus, we smashed a few bugs: Projected goal dates now match the charts beside them, and property accounts no longer show an old institution name in Siri and widgets. If you think WealthTrunk is a helpful tool, please leave us a positive review on the App Store. It helps the app continue to improve! ### 1.3.11 — 2026-07-29 A Pop of Colour, now for each profile: give every family member their own accent colour and watch the app tint itself as you switch between them. This release also adds light and dark mode selection during setup, iPhone landscape layouts for profiles and goals, grouped goal sections and a smoother date-range picker — plus Mac fixes for backups and CSV imports, along with the usual improvements. If you think WealthTrunk is a helpful tool, please leave us a positive review on the App Store. It helps the app continue to improve! ### 1.3.10 — 2026-07-17 Inflation support is here! - See your future net worth in today's money with a new Nominal ↔ Real toggle - Set an inflation rate and instantly view what your projected wealth is really worth over time - This is a foundational feature to allow more wealth planning tools in the future Family member lists can now be sorted by name as well as age Core app settings now sync across your devices (or after reinstalling), plus refined projection sliders, smoother onboarding, and standard improvements. 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! ## Apps similar to WealthTrunk | App | Rating | Price | Category | | --- | --- | --- | --- | | [NumFin记账 - 简洁好用的个人记账软件](https://appshunter.io/ios/app/numfin/id6742074413) | 3.9 (10) | Free | Finance | | [Net Worth Tracker - AssetView](https://appshunter.io/ios/app/net-worth-tracker-assetview/id6745457615) | 4.4 (8) | Free | Finance | | [Worthfolio: Net Worth Manager](https://appshunter.io/ios/app/worthfolio-net-worth-manager/id6753152194) | — | $9.99 | Finance | | [Poketto - Money Tracker](https://appshunter.io/ios/app/poketto-money-tracker/id6463721292) | 4.9 (18) | Free | Finance | | [Budget & Spending Tracker](https://appshunter.io/ios/app/budget-and-spending-tracker/id6746949168) | 5.0 (2) | $2.99 | Finance | | [Net Worth — Track your assets](https://appshunter.io/ios/app/net-worth-track-your-assets/id6670222140) | 4.0 (3) | Free | Finance | ## More apps by Christopher Scott Schultz - [HSA Monster: Expense Tracker](https://appshunter.io/ios/app/hsa-monster-expense-tracker/id6757624949) - [Silly Milly's Photo Match](https://appshunter.io/ios/app/silly-millys-photo-match/id6785623797) All apps by Christopher Scott Schultz: https://appshunter.io/developer/1826663144 ## Related topics [schultz net](https://appshunter.io/ios/topics/schultz-net) --- *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 2026-09-04.*