Welcome to WealthTrunk
WealthTrunk is a manual net worth tracker for your household. You add accounts and update balances; the app shows your net worth, its history, and where it’s headed.
Setting up
The first time you open WealthTrunk, a short setup walks you through:
- Creating your profile
- Adding a partner or spouse (optional)
- Adding up to three accounts
This fills in your Dashboard right away. You can add more accounts anytime after.
Why manual?
- No bank logins or third parties
- No broken connections or gaps in your history
- Updating by hand keeps you aware of your money
Your data
Your data is saved in your own iCloud account, not on our servers. There’s no sign-up.
It syncs to every iPhone, iPad, and Mac signed in to the same iCloud account. Changes usually show up on your other devices within a few seconds.
To make sure sync is on, open the iPhone Settings app, tap your name, then iCloud, and check that WealthTrunk is turned on.
New device or reinstalling?
On the first welcome screen, tap Returning User to skip setup and load your data from iCloud. It can take 30–60 seconds to appear, even on a fast connection.
See iCloud sync if something doesn’t show up.