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.
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.
- Home screen widgets help you stay on track.
- Optionally track Stocks, ETFs, Crypto, and other assets with live market data.
- Supports multiple currencies across accounts.
Organize
- Create separate profiles for each family member and organize accounts by person.
- Generate professional PDF Net Worth Statements with charts, account 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.
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://wealthtrunk.app/Terms_of_Service.html
Privacy Policy: https://wealthtrunk.app/Privacy_Policy.html
Classificações e Avaliações
Este app não recebeu classificações ou avaliações suficientes para exibir uma visão geral.
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!
Versão 1.2.20
Christopher Scott Schultz, responsável pelo desenvolvimento do app, indicou que as práticas de privacidade do app podem incluir o gerenciamento de dados conforme descrito abaixo. Para obter mais informações, consulte a política de privacidade do app .
Dados não vinculados a você
Os seguintes dados podem ser coletados, mas não estão vinculados à sua identidade:
Informações de uso
Diagnóstico
As práticas de privacidade podem variar, por exemplo, conforme os recursos que você usa ou sua idade. Saiba Mais
O desenvolvedor indicou que este app é compatível com os seguintes recursos de acessibilidade. Saiba mais
Recursos compatíveis
Texto maior
Interface escura
Diferenciar sem usar apenas cor
Movimento reduzido
Informações
Venda
Christopher Scott Schultz
Tamanho
55,5 MB
Categoria
Finanças
Compatibilidade
Requer o iOS 18.6 ou posterior.
iPhone Requer o iOS 18.6 ou posterior.
iPad Requer o iPadOS 18.6 ou posterior.
Mac Requer o macOS 15.6 ou posterior e um Mac com o chip M1 da Apple ou posterior.
Algumas compras dentro de apps e assinaturas poderão ser compartilhadas com o grupo familiar quando o Compartilhamento Familiar estiver ativado.
Saiba Mais
