WealthTrunk: Track Net Worth

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 PDF 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. Everything updates as you add data, giving you a complete picture of your financial health.

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.
- Record balances to chart your financial journey.
- 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.
- Customize what information to include or hide account balances before sharing.
- 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 all 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