NetWorth Pro 2 4+

Your financial health checkup

Blue Plum Software Inc, The

    • 4.5 • 10 Ratings
    • Free
    • Offers In-App Purchases

Screenshots

Description

Wealth Strategy: Track Your Net Worth
Visualize your financial journey - tracking net worth is a powerful motivator and true gauge of your progress in building wealth.

Net worth tracking: your financial health checkup. See your entire financial picture in a glance. Are your finances on track? Tracking your net worth is like grading yourself every month, ensuring accountability in your spending and saving habits.

Tired of money management software that demands you track every transaction? Ever felt overwhelmed and quit using them?

Recognize that manually entering data and categorizing each transaction isn't the best use of your time? Gaining insight into your monthly finances can be cumbersome.

Calculating net worth effectively summarizes all aspects of your personal finances into one number. To determine it, consider every asset and deduct all sources of debt. The result? A comprehensive measure of your financial health.

*** Features ***:
● Easy and quick data entry
● Customizable asset and liability categories
● Personalized tags for assets and liabilities
● Monitor your total monthly assets and liabilities
● Observe individual asset or liability categories
● Set and view your net worth goal
● Visualize your net worth and its historical trend in gold ounces
● Varied charts: net worth, overall assets/liabilities, individual asset/liability category, tags
● Landscape mode for extensive chronological charts
● Pie charts contrasting net worth with assets and liabilities
● Pie chart detailing the distribution of your asset/liability categories (percentage or amount)
● Store, print, or email PDF net worth reports to iCloud drive:
● Configurable monthly net worth reports
● Net Worth History report
● Tag-specific report: include only assets and liabilities from a chosen list of tags
● Tap a chart data point for detailed information
● Compare net worth data across periods
● Yearly net worth bar chart
● Net worth reports: view, print, save to iCloud Drive or email (Premium subscription)
● iCloud Drive backup and restoration (Premium subscription)
● Monthly reminders to update your net worth
● Optional pin code protection

Net Worth Pro 2 is a complimentary app, permitting the addition of one asset, liability, and custom tag. To add more Tags/Assets/Liabilities and enable the Backup/Restore feature, consider our Premium Annual subscription:
Subscription Title: Premium Annual
Duration: 1 Year
Charges will be applied to the iTunes Account upon purchase confirmation, and the subscription will renew automatically unless canceled at least 24 hours before the current period ends. Renewal charges will be applied within 24 hours prior to the end of the current period. Users can manage subscriptions and disable auto-renewal in Account Settings post-purchase. Any unused portion of a free trial, if provided, will be forfeited upon purchasing a subscription.
Terms of use: http://theblueplum.com/ios/networthpro2/terms

What’s New

Version 3.4.0

• Moved the 'Backup' feature to the free mode
• Added support for more currencies
• Minor improvements and bug fixes

Ratings and Reviews

4.5 out of 5
10 Ratings

10 Ratings

fargojay ,

Simple and exactly what I needed

Uncomplicated app for tracking my net-worth on a monthly basis.

Was tired of keeping spreadsheet formulas updated and other DIY solutions.

I was not interested in apps that connect to my accounts and the clean interface works perfect for me and the graphs are a bonus.

I use a built in report to send my spouse a snapshot that uses colored tags to provide an overview of our accounts.

I also purchased the desktop version in order to be able to enter balances in either modality. But, do have to sync manually between devices. This is not an issue for me since only update once a month

Developer Response ,

Thank you!

NewtownParent ,

Very simple to use

If you want a basic way to view all your assets and liabilities in one place without a lot of hassle, this works. It would be helpful if it had account categories such as retirement, taxable investments, checking, savings, real estate, etc. Note that you cannot download account balances into the app; data entry is manual.

Developer Response ,

Thank you! If you have a wish list for more features, let me know. Also, custom tags are there for you to categorize your accounts. For example, my retirement accounts are tagged with 'retirement' and 'investment' tags. My trading non-retirement account is tagged just as 'investment'. My rental property is tagged with both 'investment' and 'real estate' tags etc. You can also create tag based reports where you specify one or more tags and relationship between tags (and/or).

themajic ,

Fantastic!!

Well thought out and complete. By far the best app out there, and I’ve tried nearly all of them... the developer spent the time to get it right and ensured its completeness. Hats off for a great job!!

Developer Response ,

Thank you! If you have a wish list for more features, let me know.

App Privacy

The developer, Blue Plum Software Inc, The, 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.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    Some in‑app purchases, including subscriptions, may be shareable with your family group when Family Sharing is enabled.

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