Supported Features
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Dark Interface
Monthly Assets: Net Worth
Assets, Debts & Family Wealth
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
Monthly Assets is a simple personal asset tracker designed for people who don’t want to record every single expense.
Instead of logging every coffee, meal, or purchase, you only need a few minutes each month to update your bank accounts, cash, stocks, funds, property, and liabilities.
Then you can easily answer questions like:
• How much do I own in total?
• What is my real net worth after liabilities?
• Where is my money allocated?
• How much did my net worth change this month?
• Is my wealth actually growing over time?
Track once a month and focus on what really matters: your long-term financial progress.
【See Your Assets and Liabilities at a Glance】
Track different types of assets, including:
• Bank accounts and savings
• Cash
• Stocks
• Funds
• Property
• Other investments and assets
You can also track liabilities such as:
• Credit cards
• Mortgages
• Loans
• Other debts
Monthly Assets automatically calculates your total assets, total liabilities, and net worth, giving you a clear view of your financial position.
【No Daily Expense Tracking】
Traditional budgeting and expense-tracking apps require you to record every transaction, which can quickly become time-consuming.
Monthly Assets takes a simpler approach:
Choose a day each month and update your balances.
You don’t need to worry about how much you spent on coffee today.
Instead, focus on one more important question:
Is my net worth growing over time?
【Watch Your Wealth Grow】
Each update creates a monthly snapshot of your finances.
Over time, you can clearly see:
• How much your net worth increased or decreased each month
• How your total assets and liabilities change over time
• How much wealth you have built over a year
• How your asset allocation changes
The longer you use Monthly Assets, the more valuable your financial history becomes.
【Manage Family Wealth Together】
Create a family and invite family members to join.
Family members can view shared asset information and see the household’s total assets together.
Go beyond:
“How much money do I have?”
And start answering:
“How much wealth does our family have?”
【Simple by Design】
No accounting knowledge required.
No complicated transaction history to maintain.
Add an asset → enter the balance → update it monthly.
A complete financial check-in takes only a few minutes.
【Privacy Matters】
Financial data is deeply personal.
Monthly Assets does not collect your personal data, so you can keep your financial records simple and private.
Spend a few minutes each month recording your assets.
One year, three years, or five years from now, you’ll have a clear record of how your wealth has grown.
Ratings & Reviews
- Improved Family features, with support for joining a family via QR code.
The developer, 笑 王, 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 Collected
The developer does not collect any data from this app.
The developer indicated that this app supports the following accessibility features. Learn More
Information
- Seller
- 笑 王
- Size
- 3.9 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English and Simplified Chinese
- Age Rating
4+
- 4+
- Copyright
- © Xiao Wang