This app improves what was already a great way to monitor and track net worth. The strengths of the original app have been retained such as ease of use, overall simplicity and the ability to customize categories as needed. I also really like the export data feature which can be useful if you're wanting to do any analysis in Excel or just backup your info.I really prefer this to the apps that automatically try to connect to your accounts because too often they fail because of two factor authentication, or bugs in the app which go for months and months without any resolution. The fact that you can copy from previous entry in just a couple taps makes entering new data a breeze.

So far I am enjoying this app - we use it as a supplement to our more detailed excel file. It allows us to quickly and easily update our numbers each month. I appreciate it is not “linked” to my online accounts as often those trackers require too much maintenance to keep them accurate.To the developer, I would love to see the ability to add tags/groups to each category so I could view my numbers in different ways. For example if I have a checking account, savings account, wife’s checking account, wife’s savings account - I would love to tag all those “categories/accounts” as “cash”. Same idea but even more so for taxable vs non-taxable investment accounts, credit cards vs loans, etc.Keep up the good work and look forward to your future updates and app releases.

I have been using this app for about 3 years and like the simplicity of it. I try to review/update my net worth each quarter and use the notes to keep tabs on goals. Extra stars for export and iCloud sync so that the app works on both my phone and iPad.A feature I would like is the ability to hide or archive old categories. I do want to retain my history but i worked hard to get rid of all but 1 liability and I hate having the categories for the ones that have been paid off for years, like my student loan, or a mortgage for a house I no longer own.

This is the most reliable of all the wealth tracking apps I have engaged with. Been using it for years faithfully. I am still on V1. If I try to move to V2 will I lose my V1 data or will be versions be on my phone? I’m concerned about moving away from my comfort zone or losing my data. Sad- I know!Thank you- GREAT work making tracking so easy for us! And LOVE the notes feature!