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WealthTrunk: Net Worth Tracker

WealthTrunk: Net Worth Tracker

Track, project and grow wealth

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

Details

  • Released
  • Updated
  • August 26, 2025
  • July 17, 2026

Features

Developer

Christopher Scott Schultz
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iphone
ipad
🧾$3.99 - $49.99
In-App Purchase↘︎
⭐15
Reviews↘︎
📝3+ tags
Tags↘︎
🎪1 available
Events↘︎
❓8 answered
FAQ↘︎
📦~ in 1 week
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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

1.3.10

July 17, 2026

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!

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Subscription plans

Yearly

(1 Year)

$24.991 Year
7 Days trial
Price Updates
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 ⁉️
7

In-App Purchases

$49.99

Lifetime License

Remove account limits and access all features

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

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!

Best on iOS

All that needs to be said
love-abbylove-abby

Response from developer

Thanks for the awesome review! I really appreciate you taking the time to share it.

Best wealth tracking app

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.
dishant9397dishant9397

Response from developer

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!

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!
Midnightlove2014Midnightlove2014

Response from developer

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.

Very Underrated!

After trying dozens and dozens of finance tracker apps, this one finally checked all my boxes and felt incredibly pleasant to use. It has all the features I have been looking for plus an amazing design. The developer is incredibly friendly and helpful as well and is open to feedback and assistance whenever necessary. I highly recommend WealthTrunk to anyone that’s looking for an intuitive and innovative finance tracker!
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happyritualhappyritual

Response from developer

Thank you for sharing your questions and feedback with me and leaving a wonderful review. I’m glad you’ve found the app useful, reviews like yours motivate me to keep adding more features and making WealthTrunk better.

See 10 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.