Redesigned Dashboard - A cleaner, more customizable dashboard - More dynamic chart details, tap to discover new insights - Resize charts (Small/Medium/Large/XL) - Reorder everything within a streamlined Customize window - Switch the Net Worth Breakdown and Tax Categories charts between bar and donut Monthly Net Worth Chart - A new chart shows your assets and liabilities side by side each month with your net worth trend layered on top - Scroll or pinch to change the range from 1 to 12 months Projection Insights - Helpful insights you can toggle through like age, safe withdrawal, wealth multiplier, total contributions, and interest paid Family Name - Now add your family name to personalize the app You can now also tap a goal to jump straight to editing it, tap any holding to see its details at a glance, and find a few more configuration options under Settings → Charts. Plus a multitude of other fixes and refinements. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

Hotfix for onboarding field validation If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

Future Income Accounts: New group to add pensions, annuities, and lifetime payouts to your net worth Built-in present-value calculator to estimate the lump sum from your monthly income and term Pro users can also customize the footer text on PDF statements If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

Money Goals: - Create and track your Net Worth targets, Savings goals, and Debt payoff plans all in one place. - Link accounts to each goal so your progress updates automatically - Visualize your history with a balance chart, and see when you’re expected to hit your target. - Dashboard card to see favorite goals on the Dashboard - Widgets to track goal progress at a glance Other Updates: - New currency entry field with ATM-style input - Visual polish and a few bug fixes If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

Emojis are now available to assign as account logos. New Charts settings menu allows for smoothing balance history charts. Pie charts now show a tappable page indicator. Fixed a bug where contribution amounts were clearing on save. Button to download CSV import templates is working again. The usual bug fixes to keep things running smoothly. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

Onboarding now shows video previews A few more toggles on the PDF net worth statement tool The usual bug fixes to keep things running smoothly. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

Home Screen & Lock Screen Widgets - Add your account balances and net worth directly to your Home Screen or glanceable on the Lock Screen, with trend charts, logo support, and per-member filtering. The usual bug fixes to keep things running smoothly. If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

Bug fixes and optimizations If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

PDF Net Worth Statement Overhauled - Cleaner layouts, full/muted color options, and a 4 or 5 chart layout picker - PDF Statements now include whichever charts you have on your dashboard Improved dashboard loading performance The usual bug fixes and performance improvements to keep everything running smoothly. Prior update -Be sure to check out the new portfolio tracking feature with live market data If you think WealthTrunk is a helpful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

Track Your Portfolios: - Optionally monitor stocks, ETFs, funds, and crypto within your accounts with live market data. - Allocation charts visualize your portfolio on the Dashboard. - Sync your holdings market value to your account balance with one tap. The usual bug fixes and performance improvements to keep everything running smoothly. If you think WealthTrunk is a useful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

Easier Returns Input: Tap the expected return field to enter any value up to 100%, or use the slider for quick adjustments YTD chart option now shows up in January so you can track your progress from the start of the year The usual bug fixes and performance improvements to keep everything running smoothly If you think WealthTrunk is a useful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

Backup & Restore: Fully backup your data and restore it on new devices, perfect for cloning data to a partner's device Smoother Experience: Improved animations, more swipe actions, and better controls Interface Refinements: Cleaner layouts on profile list and settings menus The usual bug fixes and performance improvements to keep everything running smoothly. If you think WealthTrunk is a useful tool, please leave us a positive review in the App Store. It helps the app continue to improve!

Account views are now cleaner and more focused, providing dedicated paths to your full balance history and projection tools The recently added pie charts are now in dedicated cards you can add from the Dashboard Settings, improving performance and flexibility For any accounts, a dedicated Projection Simulator lets you experiment with growth scenarios or debt paydown via an interactive, slider-driven interface Under the hood enhancements to make saving records and loading lists more snappy UI polish across the app, including colors, buttons, and filters The usual bug fixes and performance improvements to keep everything running smoothly.

Added a new Help & FAQ section in Settings covers everything from privacy to calculation methodology. Language support for German (de) and Japanese (ja). Fixed an issue where dependent forecast ages wouldn't persist. Improved performance when using sliders in account projection scenarios. The usual bug fixes and performance improvements to keep everything running smoothly.

Visual Polish & Improvements - The Account Tab gets more robust grouping options so you can view data however you prefer. - Updated icons and headers with softer colors and consistent shadows. - Resolved a bug where the "Expected Return" sliders were unresponsive on iOS 18 devices. Balance Entry Overhaul - Added a progress bar so you can easily see if you've logged all your balances for a selected day. - Collapsible Groups: Tap group headers to hide or expand sections. Collapsed groups now show group totals and a green checkmark once every account in that section is finished. - An overhauled backend to make viewing and updating balances more responsive. - Account rows are now easier to read, featuring larger balance input fields. - Consistent experience whether updating one account or many. The usual bug fixes and performance improvements to keep everything running smoothly.

Celebrate the New Year - Ring in the new year with a financial review! We’ve added a festive pop-up to help you celebrate the turning of the year in style. - Look out for other seasonal celebrations and animations for future holidays and milestones. A More Immersive Dashboard - We’ve added new Pie Charts! Simply swipe on any bar chart to switch views and visualize your data your way. - Bar chart labels are now smartly displayed based on the space available, so you can see more of the data you care about. Visual Polish - Enhanced profile images to better support larger text sizes (Dynamic Type). - Adjusting your Expected Return is now more intuitive. We’ve replaced text inputs with precise sliders that include a dynamic risk guide, indicating "Low Risk" to "High Risk" as you adjust the percentages. The usual bug fixes and performance improvements to keep everything running smoothly.

Better Clarity - You can now assign accounts growing contribution amounts, perfect if your contributions grow with your salary. - A touch of animations and optimizations to make charts and numbers load smoother. - Added Contribution/Payment and Rate columns for quicker insights on wider screens. Try landscape mode on your account list! - Logos now search as you type for a more responsive experience. A More Helpful Onboarding Experience - Now a “Returning User” button to restore iCloud data whenever you need. The usual bug fixes and performance improvements to keep everything running smoothly.

Better Dashboard and Charts: - Charts have cleaner scaling, full currency values when interacting, better alignment, and softer gradients for enhanced readability - Better date filter handling. The history chart calculates intelligent values to create a full data picture when you filter by limited data ranges. The usual bug fixes and performance improvements to keep everything running smoothly.

More beauty all around: - iPad & Mac Users get an upgrade. Everything syncs across all devices, and the app scales perfectly for larger screen sizes or during multitasking. - The Dashboard has seen a few charts get enhanced with toggles to view them by $ or %. - The usual bug squashing and speed boosts, because a smooth experience is everything. - The Feedback button bug has been fixed. Email us! We want to hear from you. And in case you missed the previous update: - Update balances quickly by date and add logos to all of your accounts and records.

- Record balances faster with the new calendar-based view, complete with grouping and sorting to update all accounts in a few minutes. - Logos everywhere: more record types now support logos, shown across lists and detail screens for a cleaner, more visual experience. - A sleeker interface with reorganized toolbars for quicker access to Settings, Add actions, and visibility controls. - Polished visuals with smoother logo fade-ins, sharper initials, refreshed icons, and updated account badges with adaptive glass styling. - Bugs squashed: fixed custom account types, safer email link handling, better chart scroll behavior, and improved balance logging for free users.

- Revamped onboarding for a better new-user experience. - Privacy button now hides more numbers across the app so you can share with a friend. - Account charts show single data point if there's no history - Logo customization is now available for free users under the account limit As well as... - Bug fixes and visual polish throughout - Stay tuned as we continue to roll out updates.

Key New Features Reminders - Stay on top of your finances with customizable weekly or monthly notifications to update your account balances or export your net worth statement Interactive Currency Flip - Tap your account balance to instantly flip between your account currency and default currency with a smooth 3D animation Improvements Streamlined onboarding flow with better navigation and visual design More intuitive currency selection interface Refined notification setup during initial app configuration Bug fixes and performance improvements

- Now supports multiple currencies! Set a default app currency, then apply different currencies for individual accounts. - Exchange rates are automatically refreshed daily for aggregating accounts. - Account historical balance list is now grouped by month. - Bug fixes and usability improvements. Plus huge improvements in the last version if you have not explored them: - Assign logos or photos to each account for more personalization. - Create custom account types. - Create custom tax types.

- Search or upload logos to accounts for a better experience - Create custom account types or tax categories for even more customization - Additional language support for Spanish, French, Chinese - Bug fixes Plus previous improvements: - Updates to dashboard charts and layout, including additional data indicators and date filtering. - Visual Polish: Net Worth Card feature gradient overlays, buttons, and layouts across the app have been improved. - Light/Dark Mode Controls: Take full control of your app's appearance with new light/dark mode override options in settings.

Updates to dashboard charts and layout, including additional data indicators and date filtering. Plus, many other tweaks and fixes and the Version 1.2 improvements: - iOS 26 Ready: Enjoy the latest Liquid Glass design with updated buttons, toolbars, and smooth new animations throughout the app. - All New Settings Menu: Selecting active profiles and changing settings is now under one menu, for a simplified and cleaner interface. - Smarter Interface: Toolbars intelligently hide buttons when they're not needed, keeping your screen clean and focused on what matters. - Visual Polish: Net Worth Card feature gradient overlays, buttons and layouts across the app have been improved. - Light/Dark Mode Controls: Take full control of your app's appearance with new light/dark mode override options in settings.