A private, beautifully designed way to organize accounts, monitor progress, and project your financial future. Fully synced across your Apple devices.
Organize, track, share, and project your finances. A clear, calm place to manage your family's financial picture.
Track finances for yourself, your partner, and dependents. All your accounts, all your people, one secure place.
Beautiful charts show your net worth growing. Manual entry means no bank linking, no data breaches, no disconnections.
Generate professional statements for advisors, lenders, or your partner. One tap to PDF.
Run retirement projections, model scenarios, and see how today's decisions shape tomorrow.
Sync seamlessly across iPhone, iPad, and Mac. Your data stays in sync across all your Apple devices via iCloud.
Export everything to CSV or PDF anytime. Your data, your control, no lock-in.
Intentionality is the secret weapon
Taking a few minutes to update balances creates the awareness that leads to better decisions.
No bank credentials, no third parties, no breaches. Just your numbers, stored securely in your iCloud.
No disconnections, no sync errors, no missing months. Consistent data you can trust for years.
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.
"After trying dozens and dozens of finance tracker apps, this one finally checked all my boxes and felt incredibly pleasant to use. It has all the features I have been looking for plus an amazing design. The developer is incredibly friendly and helpful as well and is open to feedback and assistance whenever necessary. I highly recommend WealthTrunk to anyone that's looking for an intuitive and innovative finance tracker!"
"This app is exactly what I've been looking for. It is modern, great to look at, easy to use, has all the features I need and most importantly works seamlessly on a Mac!! It makes such a difference being able to sit at a computer and have the same UI experience as your phone. Thank you"
"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."
"I have been tracking my accounts via a custom excel sheet for awhile - this takes all that data and makes it very easy to digest. I really like the projection tool so I can see if I'm on track for retirement goals or not. I also like the ability to export a formatted net worth statement in both graphic and number form. Also for me I like that I enter the data as opposed to having to link an app to a bunch of accounts so there's no potential for leaked passwords."
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.
