WealthTrunk vs Worthfolio

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

Track your assets and debts in one private, offline app. From cash and investments to property and collectibles, see your net worth change over time. Update values anytime with a clean, simple interface. Whether you use it as a net worth manager or a asset organizer, everything stays under your control. Update values on your schedule, and use a simple, uncluttered interface to monitor your net personal worth over time. Perfect for collectors, property owners, or anyone seeking a quick financial overview of their individual wealth. Granular by design, it gives precise control over every value item, helping you manage net worth accurately. == Manual Control == Every item and asset value is fully under your control. Unlike other similar tools, this app does not pull data from external sources for real-time valuations. You manage every item yourself, and decide when and how to modify its value item. A clear timeline shows all updates, allowing you to track each change and monitor your net worth. == Favorite Items == Select items from your asset list to access them instantly on the main screen. You can focus on what matters most without scrolling through everything. == Update Reminders == The app also monitors your asset log and notifies you when entries may need a value update, helping you keep your net wealth tracking accurate and up to date. == Multi-Currency Flexibility == Each item can use its own currency. Track assets in USD, EUR, GBP, JPY, or any other currency, then view everything converted to your selected base currency. You control all currency conversions by setting exchange rates manually. If needed, you can easily refresh rates to match current market values with a single click in the app settings. == iOS Native and Lightweight == This app is native to iOS, lightweight at under 5MB, and fully functional without an internet connection. It remains small because it does not use any tracking, bank integration or AI functions, keeping your data private. Terms of use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://worthfolio.app/privacy