Wealth Tracker App vs Wealth Tracker

Wealth Tracker – Financial & Estate Planning Wealth Tracker is a premium financial management and estate planning application designed to help individuals understand their financial position, plan their future, and organize important financial and estate information in one secure place. A paid subscription is required to access the dashboard and all core features. Users can create an account and complete onboarding before activating a subscription. FEATURES INCLUDED WITH YOUR SUBSCRIPTION Wealth & Net Worth Tracking Track your complete financial picture in one place. • Track assets and liabilities • Real-time net worth calculation • Financial Freedom Score (7-pillar analysis) • Income and expense tracking • Debt amortisation projections Retirement & Goal Planning Plan your financial future with intelligent projections. • Retirement income gap analysis • 4% withdrawal rule calculations • Savings target recommendations • Goal probability forecasting Professional Financial Reports Generate professional reports to understand your financial health. • Financial Health Check Report • Comprehensive Wealth Report • Estate Planning Report • Downloadable PDF reports • Monthly automated email delivery • Send reports to up to 10 recipients Will Creation & Estate Planning Create and manage important estate planning documents. • Guided 7-step will creation process • UK and US will formats supported • Add beneficiaries, executors, and guardians • Download legally formatted will documents • Upload and manage Will & Power of Attorney documents • Encrypted document storage Insurance Management Keep track of your insurance policies. • Register existing insurance policies • Coverage tracking • Insurance quote requests SUBSCRIPTION INFORMATION Wealth Tracker is available through auto-renewable subscriptions: • Monthly Plan • Annual Plan A 7-day free trial may be available for new subscribers. After the trial period ends, the subscription will automatically renew at the selected plan price unless cancelled at least 24 hours before the end of the trial period. Payment will be charged to your Apple ID account at confirmation of purchase. Subscriptions automatically renew unless cancelled at least 24 hours before the end of the current billing period. You can manage or cancel your subscription anytime in your App Store account settings after purchase. Previously purchased subscriptions can be restored using the “Restore Purchases” option inside the app. Pricing may vary by region and will be displayed inside the app before purchase. WILL DOCUMENT DOWNLOAD (OPTIONAL ONE-TIME PURCHASE) Users can create a personalised digital will directly within the app through a guided process. Downloading the legally formatted will document is available as a separate one-time in-app purchase. Once purchased, the will document can be downloaded multiple times. Certain key details may become restricted from editing after purchase to maintain document integrity. SECURITY & PRIVACY Your financial information is protected using industry-standard security practices. • AES-256 encrypted storage • Secure authentication (Apple Sign-In, OTP, biometrics) • GDPR-compliant data handling Privacy Policy https://financialwellness.coach/#/privacy-policy Terms of Use (EULA) https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Know exactly where you stand — financially. Wealth Tracker gives you a clear, complete picture of your net worth. Record your bank accounts, investments, crypto holdings, real estate, cash, and debts in one place. Watch your wealth grow over time with beautiful charts — and plan your next move with built-in forecasting. No subscriptions. No paywalls. No ads. Completely free. — — — — — — — — — — — — — — TRACK EVERYTHING IN ONE PLACE Create monthly or quarterly financial snapshots and log balances across six categories: • Bank Accounts — savings, checking, deposits • Investments — stocks, bonds, index funds • Crypto — Bitcoin, Ethereum, and any digital asset • Real Estate — property values • Cash — physical currency and reserves • Debts — mortgages, loans, credit cards (subtracted automatically) Your net worth is calculated instantly. Every snapshot becomes a data point in your financial journey. — — — — — — — — — — — — — — FORECAST YOUR FUTURE See where your finances are headed. Wealth Tracker uses weighted linear regression to project your net worth forward — with confidence bands so you know the range, not just the guess. Set financial goals, track your progress, and stay motivated with clear visual milestones. — — — — — — — — — — — — — — EVERY CURRENCY. AUTOMATIC. Track assets in any fiat currency, precious metal, or cryptocurrency. Exchange rates update automatically, so your net worth is always accurate — no matter how global your portfolio is. Need a custom rate? Override any conversion manually. — — — — — — — — — — — — — — PRIVACY FIRST Your financial data stays on your device. iCloud sync and analytics are entirely opt-in — disabled by default. Nothing is shared with us or third parties. Your money, your data, your rules. — — — — — — — — — — — — — — EXPORT YOUR DATA Your data belongs to you. Export everything to CSV or JSON at any time. No lock-in, no barriers. — — — — — — — — — — — — — — MORE FEATURES • Interactive net worth chart with time range filters (3M, 6M, 1Y, All) • Category breakdown charts — see where your wealth is concentrated • Debt-to-asset ratio tracking • Account templates for faster snapshot entry • Biometric lock with Face ID or Touch ID • iCloud sync across all your Apple devices • Notification reminders so you never miss a snapshot • Per-category trend analysis • Dark, modern design that puts your numbers front and center — — — — — — — — — — — — — — Take charge of your financial future. Download Wealth Tracker — it's free.