About WealthTrunk
One-liner
WealthTrunk is a private, beautifully designed iOS app for tracking your family's net worth. With robust account tracking, projections, and PDF statements.
Short description (~50 words)
WealthTrunk is a native Apple personal finance app for tracking net worth across multiple profiles and planning for the future. Beautiful charts, growth projections, and PDF statements help individuals and families see where they stand and where they're headed.
Long description (~150 words)
WealthTrunk is a native Apple personal finance experience for tracking net worth, managing multiple profiles, and planning a financial future. First launched on the App Store in September 2025, the app was built by an indie developer who couldn't find a tool that let a family see all their accounts in one place — organized by owner, sharable as a clean statement, and free of bank-connection risk.
WealthTrunk uses manual entry by design, eliminating gaps in history caused by tools with bank connections, and no security concerns. No account is needed as data lives in the user's iCloud account via Apple's CloudKit and syncs across iPhone, iPad, and Mac. Features include net worth charts, stock/ETF portfolio tracking, goal setting, multi-profile support for families, home screen widgets, and one-tap PDF net worth statements for advisors, lenders, or partners.
About the developer
WealthTrunk was built by Chris Schultz, a solo developer based in Atlanta, GA. Chris is a product manager by day with a long-standing passion for personal finance, budgeting, and Apple platforms. As his family grew and finances got more complex, he built the spreadsheet-turned-app he wished existed — purpose-built for Apple devices, and easy to share with a spouse to trusted partner
Quick Facts
- App name
- WealthTrunk
- Developer
- Chris Schultz
- Location
- Atlanta, GA, USA
- Launch date
- September 2025
- Platforms
- iOS, iPadOS, macOS (Catalyst)
- Price
- Free with optional Pro subscription — $3.99/month or $24.99/year (varies by region)
- Free tier
- Track up to 6 accounts, multi-profile, charts, projections, historical balances, PDF export
- App Store
- apps.apple.com/app/id6748625363
- Website
- wealthtrunk.app
- Press contact
- Email us
- X / Twitter
- @schultzapps
- linkedin.com/in/csschultz
Review Copies & Promo Codes
Talking about WealthTrunk? Email us for a complimentary Pro promo code and we'll get back to you quickly.
Key Features
Track
- Beautiful charts show your net worth and account growth over time.
- Manually record balances to chart your financial journey — no external connections or bank data.
- Create Goals that automatically keep your net worth, savings, or debt payoff front and center.
- Home screen widgets help you stay on track.
- Optionally track Stocks, ETFs, Crypto, and other assets with live market data.
- Supports multiple currencies across accounts.
Organize
- Create separate profiles for each family member and organize accounts by person.
- Generate professional PDF Net Worth Statements with charts, account details, and important records.
- Control privacy with show/hide options for sensitive information.
- Store financial records, contacts, and notes in one place.
- Filter view by individual or family members to see everything together.
- Add account nicknames and notes to keep everything clearly organized.
Share & Communicate
- Generate professional PDF reports perfect for financial discussions with your partner.
- Create financial summaries for trusted contacts or family members in case of emergency.
- Import or export data via CSV.
- Perfect for annual financial reviews, estate planning, or teaching kids about money.
Project
- Set retirement timelines and see projected future wealth.
- Add monthly contributions and expected returns for forward-looking insights.
- Adjust scenarios to see how different strategies impact your future.
Privacy & Apple Ecosystem
- Everything is stored in your personal iCloud account via Apple's CloudKit.
- Syncs seamlessly across iPhone, iPad, and Mac via iCloud without a login.
Who It's For
Individuals, couples, and families who want complete financial clarity and easy communication without compromising privacy. WealthTrunk is especially well-suited for:
- Annual financial reviews and check-ins
- Estate planning and emergency preparedness
- Couples aligning on a shared financial picture
- Teaching kids about money and net worth
- FIRE / financial independence enthusiasts tracking progress
Assets
Hi-res app icon and product screenshots are included in the downloadable folder below. For additional or custom assets, just reach out.