WealthTrunk vs WorthSafe

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

Financial stability doesn't happen by accident. Whatever your goal — your first $10,000, your first million, or lasting generational wealth — you can't grow what you don't measure. WorthSafe shows you exactly where you stand and how far you've come. Know exactly what you're worth — and keep it to yourself. WorthSafe is the private wealth dashboard for people who want a clear, complete picture of their net worth without handing their financial life to a bank, a broker, or a data company. Everything you enter stays in your own iCloud. We have no servers that ever see it. No tracking. No data brokers. No ads. ONE NUMBER, FULLY UNDERSTOOD See your true net worth at a glance — everything you own minus everything you owe — alongside your Liquid Net Worth (cash, investments, crypto and insurance) so you always know what you can actually reach, and a clear total for what you track but deliberately leave out. TRACK EVERYTHING YOU OWN AND OWE • Cash, bank accounts, investments, retirement accounts and crypto • Property, vehicles, valuables and household goods • Loans, mortgages and credit cards — link a debt to the asset it's secured against • Attach documents, photos and policy details to any item • Record insurance policies and where physical items are kept • Choose exactly which assets count toward your net worth ELEVEN REPORTS, READY TO PRINT OR SHARE Net Worth Summary • Assets by Category • Liabilities Summary • Household Inventory • Foreign Accounts • Institution Exposure • Upcoming Dates • Net Worth by Owner • Excluded from Net Worth • Wealth Growth Trend • Estate Planning Asset List Run any report for today or for a date in the past, then save it as a PDF. BUILT FOR THE WHOLE PICTURE • 16 major currencies with daily exchange rates — and if a rate is ever missing, affected items are set aside rather than silently guessed • Assign owners and nominees, including yourself, for true joint and family tracking • A Family Handoff Dossier — one PDF, optionally password-protected, that your family, executor or attorney could actually act on • Reminders before policies, warranties and registrations expire • A link to Apple's Legacy Contact setup, so loved ones can reach what matters • Works on iPhone, iPad and Mac PRIVATE BY DESIGN • Your data lives in your iCloud, synced across your devices — never on our servers • Face ID, Touch ID or passcode App Lock • No account to create, no password to forget • No data to sell, no profile to build START FREE — AND WE MEAN IT Add your first 10 assets and liabilities completely free. Track checking and savings, a brokerage account, a 401(k), your car and its loan, your home and its mortgage, a life insurance policy and a credit card — that's ten, and WorthSafe tracks them all free, with every feature and no time limit. When you're ready to track more, subscribe monthly or yearly for unlimited assets and liabilities. Cancel anytime. WHAT WORTHSAFE DOES NOT DO We'd rather tell you plainly than have you find out after downloading. • It does not connect to your bank, broker or any financial institution • It does not fetch balances or transactions automatically — you enter and update values yourself • It never asks for banking credentials or account passwords • It does not track spending or categorise transactions • It does not give investment, tax or legal advice • It does not buy, sell or transfer anything • It does not send your data to us or any other third-party— there is no WorthSafe account and no WorthSafe server WorthSafe is a record-keeper. The numbers are yours to enter, and the picture they add up to is yours alone to see. A complete user manual is built into the app. Just beginning your wealth-building journey? WorthSafe grows with you. Start free today and watch your net worth take shape. WorthSafe — your complete wealth, quietly yours. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/