Know exactly where you stand

The only manual net worth tracker built for a whole household. Every account and every person in one place, with insights to make sense of it all. Detailed enough for a spreadsheet geek, simple enough to update in a minute.

Try the app
WealthTrunk Dashboard
No Account Required
iCloud Sync
Multi-Currency
No Third Parties

Know your net worth. Supercharge your wealth.

Knowing the number is the start. Everything here is built to help you grow it. Spot the trends and set the targets, synced across iPhone, iPad, and Mac.

Your Family's Financial Hub

Track finances for yourself, your partner, and dependents. All your accounts, all your people, one secure place.

See Progress Over Time

Beautiful charts show your net worth growing. Manual entry means no bank linking, no data breaches, no disconnections.

Share Your Story

Generate professional statements for advisors, lenders, or your partner. One tap to PDF.

Know Where You're Headed

Run retirement projections, model scenarios, and see how today's decisions shape tomorrow.

Works on All Devices

Sync seamlessly across iPhone, iPad, and Mac. Your data stays in sync across all your Apple devices via iCloud.

You Own Your Data

Export everything to CSV or PDF anytime. Your data, your control, no lock-in.

Your Wealth, in Your Pocket

Family Net Worth
Account List
Account Details

Organize Your Financial Life

Bring every account together in one private place, from checking and investments to retirement and real estate, and keep your important records close.

Powerful Dashboard & Insights

Clear, beautiful charts show where your money stands today and where it's headed.

Net Worth Dashboard
Dashboard Charts
Investment Calculator
Home Screen Widgets
Goals
PDF Net Worth Statement

Built for Motivation & Momentum

Set savings, debt, and net worth goals, watch your progress on your Home Screen, and export a polished PDF statement when you want to share.

Why Manual Tracking Works

Intentionality is the secret weapon

1

Awareness Creates Change

Taking a few minutes to update balances creates the awareness that leads to better decisions.

2

Privacy First

No bank credentials or third parties to rely on. Just your updates, stored securely in your iCloud.

3

Clean, Reliable History

Say goodbye to broken bank connections and missing history. Consistent data you can trust for years.

Love from WealthTrunk Users

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Become A Financial Maximizer

Start tracking your net worth today. See where you stand and where you're headed.

Downloadon the App Store

Free to download. No account required.