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WealthTrunk: Net Worth Tracker

WealthTrunk: Net Worth Tracker

Personal Finance & Money Goals

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

Details

  • Released
  • Updated
  • August 26, 2025
  • August 12, 2026

Features

Developer

Christopher Scott Schultz
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🧾$49.99
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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

1.3.12

August 12, 2026

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!

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Subscription plans

Yearly

(1 Year)

$24.991 Year
7 Days trial
Price Updates
August 9, 2026→$24.99
May 20, 2026→$24.99
December 6, 2025→$24.99
October 26, 2025→$29.99
How to cancel WealthTrunk subscription ⁉️
3

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

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

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
gokul_rk95gokul_rk95

Response from developer

Your feedback means a lot, and I'll add that currency request in an upcoming update. Thanks for using the app!

Very Helpful App!

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

Response from developer

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

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

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.

Good Mac companion

I use the iPhone version primarily but it’s nice to be able to see my numbers and dashboard on Mac too
roadtripsnacksroadtripsnacks

Response from developer

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.

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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.