Whether you're tracking individual finances or managing wealth as a family, WealthTrunk gives you a clear picture of where you stand today and where you're headed. Add your accounts, watch your net worth grow with beautiful charts, run projections, and share PDF statements with those you trust.
Organize, track, share, and project your finances. A clear, calm place to manage your family's financial picture.
Create separate profiles for yourself, your partner, and dependents. Control privacy settings and store all your financial records in one place.
Beautiful charts showing your net worth and account growth over time. Manual balance entry means no bank linking required and no data risk.
Generate professional net worth statements for financial discussions. Create summaries for advisors, partners, or emergency contacts.
Retirement timeline projections, contribution tracking, and scenario modeling. See where your finances are headed and adjust your strategy.
Sync seamlessly across iPhone, iPad, and Mac. Your data stays in sync across all your Apple devices via iCloud.
Export to CSV or PDF anytime. Full export capabilities ensure you're never locked in and can move your data whenever you want.
Bring all your accounts together in one secure place. Track checking, savings, investments, retirement accounts, real estate, and more. Store important financial records and documents for easy access. Finally see your complete financial picture with crystal-clear visibility into every asset and liability.
Beautiful charts inform without overwhelming. Get actionable insights into your wealth trajectory with historical trends and data-driven projections. Understand where your money is and make smarter decisions about your financial future.
"The account lists look just like Monarch Money except with manual tracking, lower costs, and less data privacy concerns."
"In this day and age privacy is critical. This app is perfect for that. I recommend checking it out yourself and assuring yourself. You will not be disappointed!"
"Been using for a few months to periodically update my net worth. It's nice to see it grow (slow and steady!) Also can create PDFs to send to my husband."
"Manual data entry approach, projection capabilities for retirement planning, and exportable net worth statements in multiple formats. Exactly what I needed."
WealthTrunk is a native Apple personal finance experience designed to help you track your net worth, manage multiple profiles, and plan for your financial future. Whether you're tracking individual finances or managing wealth as a family, WealthTrunk gives you a clear picture of where you stand today and where you're headed.
Your data is securely stored in your personal iCloud account using Apple's CloudKit. Your information is encrypted and only you can access your data—we cannot see, read, or access any of your financial information.
Free users can track 6 accounts, create profiles for family members, view net worth charts and projections, record historical balances, and export PDF statements. Pro removes the account limit and adds customization features.
Yes! If you subscribe and have Apple Family Sharing enabled, up to 5 family members can access WealthTrunk Pro at no additional cost. If you want to share data with a partner, use the backup feature to clone your data to their device. A family syncing feature is on the roadmap.
Yes! When you're signed into iCloud, your data automatically syncs across all your Apple devices—iPhone, iPad, and Mac. Any changes you make on one device appear on your other devices within moments.
WealthTrunk uses manual entry by design—no bank connections means no data risk, no disconnections leaving gaps in your history, and no security concerns. Taking a few minutes to update your balances creates intentionality around your finances that often leads to better results.
This is personal preference and the app is designed to be flexible. Some users log balances weekly or monthly, while others do it quarterly or annually. The key is consistency—find a rhythm that works for you and stick with it.
Start tracking your net worth today. See where you stand and where you're headed.
