NetWorth Pro 2 vs WealthTrunk

Net Worth Tracking: Your Financial Health Checkup See your entire financial picture at a glance. Are your finances on track? Tracking your net worth is like giving yourself a monthly grade — keeping you accountable for your spending and saving habits. Tired of money management software that forces you to log every transaction? Ever felt overwhelmed and given up using them? Manually entering and categorizing transactions isn’t the best use of your time — and gaining real insight into your monthly finances can feel tedious. Calculating your net worth simplifies everything. It brings together all aspects of your personal finances into one clear number. Add up all your assets, subtract your debts, and you’ll get a powerful snapshot of your financial health. *** Features ***: ● Easy and quick data entry ● Customizable asset and liability categories ● Personalized tags for assets and liabilities ● Monitor your total monthly assets and liabilities ● Observe individual asset or liability categories ● Set and view your net worth goal ● Visualize your net worth and its historical trend in gold ounces ● Varied charts: net worth, overall assets/liabilities, individual asset/liability category, tags ● Landscape mode for extensive chronological charts ● Pie charts contrasting net worth with assets and liabilities ● Pie chart detailing the distribution of your asset/liability categories (percentage or amount) ● Store, print, or email PDF net worth reports to iCloud drive: ● Configurable monthly net worth reports ● Net Worth History report ● Tag-specific report: include only assets and liabilities from a chosen list of tags ● Tap a chart data point for detailed information ● Compare net worth data across periods ● Yearly net worth bar chart ● Net worth reports: view, print, save to iCloud Drive or email (Premium subscription) ● iCloud Drive backup and restoration (Premium subscription) ● Monthly reminders to update your net worth ● Optional pin code protection Net Worth Pro 2 is a complimentary app, permitting the addition of one asset, liability, and custom tag. To add more Tags/Assets/Liabilities and enable the Backup/Restore feature, consider our Premium Annual subscription: Subscription Title: Premium Annual Duration: 1 Year Charges will be applied to the iTunes Account upon purchase confirmation, and the subscription will renew automatically unless canceled at least 24 hours before the current period ends. Renewal charges will be applied within 24 hours prior to the end of the current period. Users can manage subscriptions and disable auto-renewal in Account Settings post-purchase. Any unused portion of a free trial, if provided, will be forfeited upon purchasing a subscription. Terms of use: http://theblueplum.com/ios/networthpro2/terms

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. 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 bank connections, third-party access, external servers, or data harvesting. Enjoy a seamless experience built for Apple's ecosystem. 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. 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