WealthTrunk: Net Worth Tracker
금융
무료 · 앱 내 구입 · iPad용으로 디자인됨 · macOS용으로는 확인되지 않음
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
더 보기 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!
1.2.20 3월 27일
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!
1.2.19 3월 15일
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!
1.2.18 3월 11일
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!
1.2.17 3월 5일
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!
1.2.16 2월 18일
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!
1.2.15 1월 31일
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!
1.2.14 1월 12일
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.
1.2.13 1월 6일
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.
1.2.12 2025. 12. 23.
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.
1.2.11 2025. 12. 22.
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.
1.2.10 2025. 12. 17.
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.
1.2.9 2025. 12. 09.
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.
1.2.8 2025. 12. 01.
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.
1.2.7 2025. 11. 26.
- 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.
1.2.6 2025. 11. 20.
- 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.
1.2.5 2025. 11. 14.
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
1.2.4 2025. 10. 26.
- 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.
1.2.3 2025. 10. 18.
- 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.
1.2.2 2025. 10. 03.
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.
1.2.1 2025. 09. 24.
- 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 now intelligently hide buttons when they're not needed, keeping your screen clean and focused on what matters
- Visual Polish: Net Worth Cards now 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
Plus many more fixes under the hood and UI improvements...
1.2 2025. 09. 17.
Added support for push notifications to stay connected.
Updated interface with cleaner navigation, refined button styling, and a more polished look throughout the app.
Improved date handling so your notes display and save dates exactly as you enter them.
General bug fixes:
Fixed navigation issues when tapping accounts
Resolved problems with note date saving and display
1.1 2025. 09. 01.
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!
더 보기 버전 1.2.20 3월 27일
사용자에게 연결되지 않은 데이터 다음 데이터가 수집될 수 있지만 신원에는 연결되지 않습니다.
지원되는 기능
더 큰 텍스트
다크 모드 인터페이스
색상 외의 요소로도 구별
움직임 줄이기 
