iNetWorthPreview vs WealthTrunk

iNetWorth helps you to keep track your financial assets, liabilities, income, expenses and net worth by storing and processing the financial transactions that you make (and enter). This Preview Version has all the functionality of iNetWorth except for the ability to archive transactions. However, it is limited to a maximum of 100 transactions. Once the limit of 100 transactions is reached, no more transactions can be entered. Please note, however, that all of the transactions saved to file by iNetWorth Preview remain available to iNetWorth; simply upgrade to the Full Version, navigate to the file saved by iNetWorth Preview and open it. With iNetWorth Preview you can readily and easily: - Reconcile your bank and credit card statements; - Monitor your income and expenditure; - Maintain constant awareness of your personal financial circumstances and status; - Visualise where your money is, where it comes from and where it goes to; - Detect unauthorised / unintended withdrawals; - Generate bespoke transaction reports. iNetWorth Preview supports: - Split transactions (when multiple expense categories apply to a single payment); - Scheduled transactions (which are processed automatically); - Manual backup and restore; - Import of transactions exported from online banking websites as CSV files; - Export of transaction reports and balance sheets as CSV files; - Multiple sets of accounts; - Sharing Data Files between multiple networked devices; - Multiple currency symbols. iNetWorth Preview displays your transactions in a series of views (as selected by you): - Accounts View (list, edit and manage transactions by account, manage accounts); - Payees View (list, edit and manage transactions by payee, manage payees); - Schedule View (list, edit and manage scheduled transactions and see future Net Worth and balances); - Balances View (instantly see all of your account balances, visualise asset and expense distributions); - More View (select currency, generate and export bespoke reports, backup and restore transaction files). iNetWorth Preview is designed to be intuitive but it comes with a built-in link to a web-based Apple Helpbook/User Guide so help is never far away. Please see the developer's website for more details.

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