Take control with a beautiful, manual net worth tracker that effortlessly handles individual, joint or kid's accounts and syncs across all 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.
Terms of Use: https://www.wheresschultz.com/wealthtrunk-terms-of-service.html
Privacy Policy: https://www.wheresschultz.com/wealthtrunk-privacy-policy.html
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
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.
Version 1.2.9
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 based, for example, 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 Colour Alone
Reduced Motion
Information
Provider
Christopher Scott Schultz
Size
38.2 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.