Create a clear, private view of your family's net worth. No bank linking or ads, just financial clarity synced across your Apple devices.
WealthTrunk shows you what your daily budgeting app doesn't --- your complete net worth picture. Organize all of your accounts by family member, track your wealth journey over time, generate professional reports, and project your financial future. Perfect for individuals, couples, and families who want complete financial clarity and easy communication without compromising privacy.
Getting started is simple. Add your family members, add your first 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.
Organize
- Create separate profiles for each family member and organize accounts by person.
- Generate professional PDF Net Worth Statements with charts, accounts 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.
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.
- Simple interface makes financial tracking approachable for everyone.
- Supports multiple currencies across accounts.
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 wealth.
- Add monthly contributions and expected returns for forward-looking insights.
- Adjust scenarios to see how different strategies impact your future.
Privacy by Design
Your data stays yours. WealthTrunk stores everything in your personal iCloud account using Apple's CloudKit technology. We never see, access, or collect your financial information. No 3rd party connections, no external servers, no data harvesting, plain and simple.
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 generous free tier with most features included. Get started and completely test drive the app. If you have a simple financial picture, this is all you will need. Pro membership removes account limits so it can grow with you. This also supports development and keeps an ad-free experience. 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://schultzapps.github.io/WealthTrunk-App/Terms_of_Service.html
Privacy Policy: https://schultzapps.github.io/WealthTrunk-App/Privacy_Policy.html
I have been tracking my accounts via a custom excel sheet for awhile - this takes all that data and makes it very easy to digest.I really like the projection tool so I can see if I’m on track for retirement goals or not.I also like the ability to export a formatted net worth statement in both graphic and number form.Also for me I like that I enter the data as opposed to having to link an app to a bunch of accounts so there’s no potential for leaked passwords.
Developer Response
Thank you for your thoughtful review. I’m really glad the app has been able to replace your Excel workflow and make everything easier to digest. The projection tool and report export are areas we want to keep refining, so it’s great to hear they’re helping you plan for your goals. Thanks again, you feedback keeps us improving!
Excellent and Totally PIvate
Midnightlove2014
In this day and age privacy is critical. This app is perfect for that. I recommend checking it out yourself and assuring yourself. You will not be disappointed!
Developer Response
Your review means a lot as we continue to develop more features. Thank you! It was important that we have no login required, no personal data collection, and no storage on any 3rd party servers. This is the benefit of building a dedicated iPhone/iPad app with simple integrations. We will leave data harvesting and ads to the bigger name apps.
Nice net worth tracker
toddytiger
Been using for a few months to periodically update my net worth. It’s nice to see it grow (slow and steady!) Also can create PDFs to send to my husband.
Developer Response
Thanks for your feedback and glad you are enjoying our app!
Muy buena
fucarstor
Muy buena
Developer Response
Glad you are enjoying the app!
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!
Version 1.2.14
The developer, Christopher Scott Schultz, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Usage Data
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
The developer indicated that this app supports the following accessibility features. Learn More
Supported Features
Larger Text
Dark Interface
Differentiate Without Color Alone
Reduced Motion
Information
Seller
Christopher Scott Schultz
Size
39.5 MB
Category
Finance
Compatibility
Requires iOS 18.6 or later.
iPhone Requires iOS 18.6 or later.
iPad Requires iPadOS 18.6 or later.
Mac Requires macOS 15.6 or later and a Mac with Apple M1 chip or later.