WealthTrunk vs Paddock

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

Paddock is a premium UK wealth tracker for people who want a clearer view of their financial future. Track your net worth, ISAs, pensions, savings, investments, property and liabilities in one calm dashboard. No bank connections. No budgeting noise. No spending categories. Just your wealth, clearly organised and easy to update. Paddock is built for manual tracking because sometimes the best way to understand your money is to stay close to it. See your total wealth, track progress towards your next target, understand your Wealth Mix, and keep your accounts fresh with simple update reminders built into the dashboard. Whether you are building towards financial independence, tracking your ISA and pension progress, or simply trying to understand your overall position, Paddock gives you a focused place to see the bigger picture. Key features: • Track your total net worth • Add savings, ISAs, pensions, investments, property and liabilities • UK-native account types including Cash ISA, Stocks & Shares ISA, Lifetime ISA and Workplace Pension • See progress towards your next wealth target • View your Wealth Mix across cash, investments, pensions and liabilities • See when accounts may need reviewing • Manual-entry by design — no bank linking required • Works across iPhone and web • Calm dark and light mode design • Built for long-term wealth tracking, not daily budgeting Paddock is ideal if you want to track: • Net worth • Financial independence progress • ISA balances • Pension growth • Savings • Investments • Property • Credit cards and liabilities • Long-term goals Why manual tracking? Bank feeds can be noisy, fragile and overcomplicated. Paddock keeps things deliberate. You decide what matters, update your numbers when needed, and build a clearer relationship with your financial progress. Your dashboard helps you answer: • What am I worth today? • What changed? • How close am I to my next target? • Which accounts need reviewing? • How is my wealth spread across cash, ISAs, pensions and liabilities? Paddock is not a budgeting app. It is not an open-banking aggregator. It is not trying to categorise every coffee or transaction. It is a calm, privacy-first wealth tracker for people building their future. Privacy Policy: https://getpaddock.com/privacy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/