Wealthio vs Wealth Trees

See your complete financial position—assets, liabilities, and net worth—in one simple multi-currency balance sheet. Wealthio is a focused personal finance app for people who want clarity without the complexity of budgeting tools or bank integrations. Add what you own, record what you owe, and see your net worth in your preferred currency. Track cash, bank accounts, investments, crypto, real estate, vehicles, mortgages, loans, and other assets or debts. Wealthio brings everything together in one calm, easy-to-understand financial snapshot. As you use Wealthio, it automatically builds a private history of your net worth. See up to 90 days of changes directly on the dashboard and inspect individual recorded values on the chart. Keep your financial information protected with optional App Lock using Face ID, Touch ID, or your device passcode. Wealthio also hides sensitive content when the app moves to the background. KEY FEATURES • Track assets and liabilities in one place • See total assets, total liabilities, and net worth • Follow up to 90 days of net worth history • Inspect recorded values on an interactive dashboard chart • Convert your entire balance sheet into your preferred currency • Support for 20+ global currencies • Currency and crypto price updates • App Lock with Face ID, Touch ID, or device passcode • Privacy mode to hide financial totals when needed • Manual entry with no bank connection required WEALTHIO PREMIUM Upgrade to Wealthio Premium for additional tools to keep your financial picture current and available across your devices: • Complete net worth history with extended time periods • Track historical Net Worth, Assets, and Liabilities • Portfolio Review to identify assets and liabilities that may need updating • Review entries one at a time, confirm values, update them, or come back later • Choose a Weekly, Monthly, Quarterly, or Never Portfolio Review cadence • Optional Portfolio Review reminders • iCloud sync across your devices • Home Screen widgets for quick access Wealthio is designed to feel clear, private, and intentional. No transaction feeds. No budgeting clutter. No bank connection required. Just a simple view of what you own, what you owe, and how your financial position changes over time. Privacy Policy: https://marcvitbr.github.io/wealthio-privacy-policy/ Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Wealth Trees helps you organize your personal assets into a clean “wealth tree” (groups + assets) so you can understand totals and allocations at a glance. Track what matters: Build groups like Cash, Investments, Real Estate, etc. Add assets under each group and see totals instantly View allocation percentages across your wealth Track holding profit/loss (amount and %) Multi‑currency support with exchange rates Practical data tools: Optional sync across devices Export/share when you need backup or transparency Designed to stay simple, readable, and focused on clarity. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/