Stewardfi vs Wealth Tracker

Most households have no idea where their money actually goes. Not because they're careless, but because nobody has ever put it in front of them clearly. Stewardfi fixes that. Every month, a licensed CPA goes through your accounts personally and sends you three plain-language financial statements: where your money went, what you own and what you owe, and how your safety net is holding up. Not a dashboard. Not an algorithm. A person who does this for a living, looking at your actual numbers. WHAT YOU GET EACH MONTH - Three statements, written to be read by a human being — no accounting jargon - Personal, business, and consolidated views if you run something on the side - Categories mapped to the way taxes actually work - A clear net worth picture, tracked month over month WHAT'S IN THE APP - Every transaction, categorized and searchable - Spending broken down by category, with drill-downs - Net worth with a full assets and liabilities breakdown - Your monthly statements, ready to open or download - All your accounts in one place, grouped by institution - Direct messaging with your CPA BUILT BY A CPA, NOT A STARTUP Stewardfi's entire system — the chart of accounts, the categories, the statement structure — was designed by a licensed CPA who spent his career in trade accounting and derivatives. The categorization isn't guessing at what your spending means. It's built on how financial statements are actually supposed to work. YOUR DATA Bank connections are read-only through Plaid. Stewardfi never sees your banking credentials and can never move money. Your data is encrypted, and you can delete your account and everything in it at any time, from inside the app. TRY IT FIRST Tap Demo on the opening screen to explore the full app with sample data. No account, no email, nothing to sign up for. FOR STEWARDFI CLIENTS This app is the companion to the Stewardfi service. Accounts are set up directly with your CPA — there's no signup inside the app. If you're not a client yet and want to be, visit stewardfi.ai.

Wealth Tracker: Net Worth helps you understand your financial position, follow your progress month by month, and see whether you are moving in the right direction toward your goals and retirement target. Record your assets, liabilities, monthly notes, financial targets, and retirement goal. Review your information through clear reports, charts, comparisons, and automated wealth insights based on the data you enter. Key features: - Track assets and liabilities in multiple currencies - Monitor your net wealth month by month - Compare current and previous saved months - Review asset allocation and currency exposure - Explore net wealth, asset, and liability development - Set net wealth targets and a retirement goal - See whether your progress is on track for retirement - Add monthly notes for important financial events - Receive optional monthly reminders - Export reports to PDF, Excel, and CSV - Create and restore local backups - Optionally sync financial records across Apple devices using private iCloud storage - Use personal exchange-rate adjustments - Choose your preferred reporting currency - Protect the app with a PIN and Face ID or fingerprint - Use the app in English, Spanish, French, German, or Portuguese Wealth Tracker is designed for personal financial tracking, planning, and awareness. Reports, projections, scores, and automated insights are based only on the information entered by the user. Wealth Tracker does not provide financial, investment, tax, legal, or retirement advice. Users should consult qualified professional advisers before making financial decisions. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/