WealthTrunk vs Potshare

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

Budgeting that finally makes sense. Most apps show you where your money went. Potshare helps you decide where it goes next by splitting one budget across separate savings pots, so every goal you care about grows at the same time. Think of your pots like digital envelopes. You choose how much you can save each payday, and Potshare divides it across all of them automatically. Your holiday, your rent buffer, your emergency fund, all moving forward together, each with its own finish date. ONE BUDGET, MANY POTS Give every pound a place to go. Set what you save each week, fortnight or month, and Potshare splits it across your goals instantly. No spreadsheets. No maths. SAVE TOGETHER Create a shared Together pot and invite friends, family or housemates. Everyone chips in toward the same goal, sees the total climb in real time, and keeps each other going with built-in chat and reactions. Perfect for group trips, shared gifts, rent, or a joint safety net. NO BANK CONNECTION, EVER Potshare never links to your bank or sees your balance. It is a private planner you control. No account numbers, no open banking, no risk. REACH GOALS FASTER See exactly when each pot will be full, get gentle payday reminders, and keep a complete history of every contribution. EVERYTHING YOU GET FREE * Up to 3 goals and 1 Together pot * Automatic budget splitting across pots * Payday reminders * Full payment history and archive * Backup and restore your data * Works offline with no account needed GO FURTHER WITH PREMIUM A single one-time purchase. No subscription, ever. * Unlimited goals and Together pots * Bigger saving groups * Savings insights and progress timelines * CSV export Pay once and it is yours for good. PRIVATE BY DESIGN Your data stays on your device until you choose to sync. Optional anonymous analytics can be switched off at any time. Delete everything in one tap. We never sell your data, and there are no ads. Potshare is a personal budgeting and savings planner, not a bank. It does not hold your money or connect to financial institutions. It just helps you plan the saving you are already doing and share the journey with people you trust. Download Potshare and give your money a plan today.