Widgets

Widgets show your net worth, accounts, and goals without opening the app. They update when your balances change.

Home Screen widgets

Adding a Home Screen widget

1. Touch and hold an empty spot on your Home Screen until the apps jiggle.
2. Tap Edit (top left) → Add Widget.
3. Search for WealthTrunk, choose a widget and size, then tap Add Widget.
4. Tap Done.
5. Touch and hold the new widget → Edit Widget to choose what it shows (below).

Note

Accounts, Goal Card, and Goal List stay empty until you edit them and pick accounts or goals. Net Worth shows everyone until you choose Family Members.

Available widgets

Widget	Sizes	Shows
Net Worth	Small, Medium	Net worth with a trend chart
Accounts	Small, Medium, Large	Balances for the accounts you choose
Goal Card	Small	Progress toward one goal
Goal List	Small, Medium	Progress for up to 3 goals

Choosing what a widget shows

Touch and hold the widget → Edit Widget:

Widget	Options
Net Worth	Family Members: whose net worth to show Card Type: Net Worth, Assets, Liabilities, or Liquid Assets Time Period for the chart: Past 1 Month, Year To Date, or Past 1 Year
Accounts	Accounts: which balances to show
Goal Card	Goal: which goal to track
Goal List	Goals: up to 3 to track

Lock Screen widgets

Adding a Lock Screen widget

1. Touch and hold your Lock Screen, then tap Customize → Lock Screen.
2. Tap the widget area under the clock, or the space above it.
3. Choose WealthTrunk → Net Worth, and pick a style.
4. Tap the new widget to choose Family Members and Card Type.
5. Tap Done.

Styles

• Circular: a small round widget under the clock
• Rectangular: a wider widget under the clock
• Inline: one line of text above the clock

Control Center

Add Net Worth to Control Center to see your total and open the app with one tap.

1. Swipe down from the top-right corner to open Control Center.
2. Tap + (top left) → Add a Control.
3. Search for WealthTrunk and choose Net Worth.