WealthTrunk: Net Worth Tracker
WealthTrunk: Net Worth Tracker Summary
WealthTrunk: Net Worth Tracker is a iOS app in the Finance category, developed by Christopher Scott Schultz. First released 6 months ago(Aug 2025), the app has 20 ratings with a 5.00★ (excellent) average rating.
Store info: Last updated on App Store on Feb 18, 2026 .
5★
Ratings: 20
Screenshots
App Description
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.
- Optionally track Stocks, ETFs, Crypto, and other assets with live market data.
- 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 p