- iOS 27 is here! WealthTrunk supports iOS 27 and requires iOS 26 or later
- Group by Owner: group your Records and Wealth Goals by owner, so everything belonging to one person sits together. Goals can also be grouped by status, worst first
- Filtering by person now lives in a pop-up menu instead of being buried in Settings
- Toolbars look better on iPad and Mac, making better use of the available space to show more buttons
- The Tax Categories chart now reports its projected total in today's money and names the correct end year
- Net worth cards roll their digits when the totals change
- Plus standard improvements throughout
Release Notes
What's New?
Updates, improvements, and new features in WealthTrunk.
- Financial Independence: Track your progress toward FIRE right on the dashboard. See when your liquid assets are projected to cover your retirement spending, scrub the curve to any year, and switch between FIRE and Coast FIRE. Set your monthly spending and withdrawal rate to make it yours.
- Custom account and tax types are free for everyone!
- Fixed income calculator now accepts a typed discount rate above the slider's limit
- Two-column dashboard layout on wider screens
- Goals card can now filter by your selected profiles. Check the toggle in the card settings
- Tapping a goal in the widget opens that goal
- Currency pickers show country flags and hide codes nobody actually holds
- Plus standard improvements throughout
- Split Accounts for Goals: Savings goals can now count part of an account instead of all of it. Set any percentage and progress, charts, and the projected completion date all follow it. Perfect when one account is saving for more than one thing.
- Fixed a bug that made adding holdings unreachable
- UI updates for linking goals with accounts
- Closed accounts stay linked to goals, so their history still counts
- Privacy mode masks fewer chart insights
- Cleaned up some feature gating for Free users
- Plus standard improvements throughout
- Accounts and Goals have revamped detail pages to put more information at your fingertips
- Growing Contributions: set how your monthly contributions change each year, either with a flat annual increase or an adjustment that keeps pace with inflation
- Insurance records can now have a specific currency
- Plus a landscape dashboard on iPhone, recently used currencies, and the usual improvements
- Bug fixes: projected goal dates now match the charts beside them, and property accounts no longer show an old institution name in Siri and widgets
- Pop of Color, now per profile: give each family member their own accent color and watch the app tint itself as you switch between them
- Light and dark mode selection during setup
- iPhone landscape layouts for profiles and goals
- Grouped goal sections
- Smoother date range picker
- Mac fixes for backup and CSV import, plus standard improvements
- Inflation support is here!
- See your future net worth in today's dollars with a new Nominal ↔ Real toggle
- Set an inflation rate and instantly view what your projected wealth is really worth over time
- This is a foundational feature to allow more wealth planning tools in the future
- Family members lists can now be sorted by name along with age
- Core app settings now sync across your devices (or after reinstalling), plus refined projection sliders, smoother onboarding, and standard improvements
- Update balances with Siri, Spotlight & Shortcuts
- Just say "Update my balance in WealthTrunk" or use Spotlight or a Shortcut to record a new balance without opening the app, like from your banking app
- Create your own account and tax types right where you pick them, no trip to Settings needed
- Tap a shared backup file and import it straight into the app
- Backups now carry your profile photos and custom logos over to a new device
- Plus standard improvements and bug fixes
- New in-app tips help you discover key features, plus visual improvements, bug fixes, and optimizations.
- Adding new accounts now starts with a bank name search to quickly find and attach names and logos
- Property accounts (homes, vehicles, collectibles) are simpler, using their own name instead of a bank name
- Onboarding has been redesigned to help new users get up to speed
- Money Market Funds are now supported in portfolio tracking, plus a few touch-ups and interactions to make everything feel smoother
- Run WealthTrunk as a native Mac app. The Mac version adds a full menu bar with keyboard shortcuts for recording balances, adding accounts, creating PDF statements, and more.
- Refined Accounts and Records screens so you're never left staring at an empty list
- Bug fixes and optimizations
- Performance enhancements
- "Estimate Month-End Value" setting available for the Monthly Net Worth chart
- Other bug fixes and optimizations
- Redesigned Dashboard
- A cleaner, more customizable dashboard
- More dynamic chart details, tap to discover new insights
- Resize charts (Small/Medium/Large/XL)
- Reorder everything within a streamlined Customize window
- Switch the Net Worth Breakdown and Tax Categories charts between bar and donut
- Monthly Net Worth Chart
- A new chart shows your assets and liabilities side by side each month with your net worth trend layered on top
- Scroll or pinch to change the range from 1 to 12 months
- Projection Insights
- Helpful insights you can toggle through like age, safe withdrawal, wealth multiplier, total contributions, and interest paid
- Family Name
- Now add your family name to personalize the app
- You can now also tap a goal to jump straight to editing it, tap any holding to see its details at a glance, and find a few more configuration options under Settings → Charts. Plus a multitude of other fixes and refinements.
- Hotfix for onboarding field validation
- Future Income accounts
- New account type for pensions, annuities, and lifetime payouts
- Built-in present-value calculator estimates the lump sum from your monthly income, term length, and discount rate
- One-tap Apply to populate the account balance from the calculator
- Custom PDF footer text for Pro users on generated statements
- Refreshed Statement Generator layout and simplified Retirement / Savings Year sliders
- Wealth Goals
- Create and track your Net Worth targets, Savings goals, and Debt payoff plans all in one place
- Link accounts to each goal so your progress updates automatically
- Visualize your history with a balance chart, and see when you're expected to hit your target
- Dashboard card to see favorite goals on the Dashboard
- Widgets to track goal progress at a glance
- New currency entry field with ATM-style input
- Visual polish and a few bug fixes
- Emojis are now available to assign as account logos
- New Charts settings menu allows for smoothing balance history charts
- Pie charts now show a tappable page indicator
- Fixed a bug where contribution amounts were clearing on save
- Button to download CSV import templates is working again
- Bug fixes and optimizations
- Onboarding updated with video previews
- Control visibility of record types on the PDF Net Worth Statement
- Bug fixes and optimizations
- Home Screen & Lock Screen Widgets
- Add your account balances and net worth directly to your Home Screen or glanceable on the Lock Screen, with trend charts, logo support, and per-member filtering
- Bug fixes and optimizations
- Bug fixes and optimizations
- PDF Net Worth Statement Overhauled
- Cleaner layouts, full/muted color options, and a 4 or 5 chart layout picker
- PDF Statements now include whichever charts you have on your dashboard
- Improved dashboard loading performance
- Track Your Portfolios
- Optionally monitor stocks, ETFs, funds, and crypto within your accounts with live market data
- Allocation charts visualize your portfolio on the Dashboard
- Sync your holdings market value to your account balance with one tap
- Easier Returns Input: Tap the expected return field to enter any value up to 100%, or use the slider for quick adjustments
- YTD chart option now shows up in January so you can track your progress from the start of the year
- Backup & Restore: Fully backup your data and restore it on new devices, perfect for cloning data to a partner's device
- Smoother Experience: Improved animations, more swipe actions, and better controls
- Interface Refinements: Cleaner layouts on profile list and settings menus
- Account views are now cleaner and more focused, providing dedicated paths to your full balance history and projection tools
- The recently added pie charts are now in dedicated cards you can add from the Dashboard Settings, improving performance and flexibility
- For any accounts, a dedicated Projection Simulator lets you experiment with growth scenarios or debt paydown via an interactive, slider-driven interface
- Under the hood enhancements to make saving records and loading lists more snappy
- UI polish across the app, including colors, buttons, and filters
- Added a new Help & FAQ section in Settings covering everything from privacy to calculation methodology
- Language support for German (de) and Japanese (ja)
- Fixed an issue where dependent forecast ages wouldn't persist
- Improved performance when using sliders in account projection scenarios
- Visual Polish & Improvements
- The Account Tab gets more robust grouping options so you can view data however you prefer
- Updated icons and headers with softer colors and consistent shadows
- Resolved a bug where the 'Expected Return' sliders were unresponsive on iOS 18 devices
- Balance Entry Overhaul
- Added a progress bar so you can easily see if you've logged all your balances for a selected day
- Collapsible Groups: Tap group headers to hide or expand sections. Collapsed groups now show group totals and a green checkmark once every account in that section is finished
- An overhauled backend to make viewing and updating balances more responsive
- Account rows are now easier to read, featuring larger balance input fields
- Consistent experience whether updating one account or many
- Better Clarity
- You can now assign accounts growing contribution amounts, perfect if your contributions grow with your salary
- A touch of animations and optimizations to make charts and numbers load smoother
- Added Contribution/Payment and Rate columns for quicker insights on wider screens. Try landscape mode on your account list!
- Logos now search as you type for a more responsive experience
- A More Helpful Onboarding Experience
- Now a 'Returning User' button to restore iCloud data whenever you need
- Better Dashboard and Charts
- Charts have cleaner scaling, full currency values when interacting, better alignment, and softer gradients for enhanced readability
- Better date filter handling. The history chart calculates intelligent values to create a full data picture when you filter by limited data ranges
- iPad & Mac Users get an upgrade. Everything syncs across all devices, and the app scales perfectly for larger screen sizes or during multitasking
- The Dashboard has seen a few charts get enhanced with toggles to view them by $ or %
- The Feedback button bug has been fixed. Email us! We want to hear from you
- Record balances faster with the new calendar-based view, complete with grouping and sorting to update all accounts in a few minutes
- Logos everywhere: more record types now support logos, shown across lists and detail screens for a cleaner, more visual experience
- A sleeker interface with reorganized toolbars for quicker access to Settings, Add actions, and visibility controls
- Polished visuals with smoother logo fade-ins, sharper initials, refreshed icons, and updated account badges with adaptive glass styling
- Bugs squashed: fixed custom account types, safer email link handling, better chart scroll behavior, and improved balance logging for free users
- Revamped onboarding for a better new-user experience
- Privacy button now hides more numbers across the app so you can share with a friend
- Account charts show single data point if there's no history
- Logo customization is now available for free users under the account limit
- Reminders: Stay on top of your finances with customizable weekly or monthly notifications to update your account balances or export your net worth statement
- Interactive Currency Flip: Tap your account balance to instantly flip between your account currency and default currency with a smooth 3D animation
- Streamlined onboarding flow with better navigation and visual design
- More intuitive currency selection interface
- Refined notification setup during initial app configuration
- Now supports multiple currencies! Set a default app currency, then apply different currencies for individual accounts
- Exchange rates are automatically refreshed daily for aggregating accounts
- Account historical balance list is now grouped by month
- Search or upload logos to accounts for a better experience
- Create custom account types or tax categories for even more customization
- Additional language support for Spanish, French, Chinese
- Updates to dashboard charts and layout, including additional data indicators and date filtering
- Visual Polish: Net Worth Card feature gradient overlays, buttons, and layouts across the app have been improved
- Light/Dark Mode Controls: Take full control of your app's appearance with new light/dark mode override options in settings
- iOS 26 Ready: Enjoy the latest Liquid Glass design with updated buttons, toolbars, and smooth new animations throughout the app
- All New Settings Menu: Selecting active profiles and changing settings is now under one menu, for a simplified and cleaner interface
- Smarter Interface: Toolbars now intelligently hide buttons when they're not needed, keeping your screen clean and focused on what matters
- Visual Polish: Net Worth Cards now feature gradient overlays, buttons and layouts across the app have been improved
- Light/Dark Mode Controls: Take full control of your app's appearance with new light/dark mode override options in settings
- iOS 26 Ready: Enjoy the latest Liquid Glass design with updated buttons, toolbars, and smooth new animations throughout the app
- All New Settings Menu: Selecting active profiles and changing settings is now under one menu, for a simplified and cleaner interface
- Smarter Interface: Toolbars now intelligently hide buttons when they're not needed, keeping your screen clean and focused on what matters
- Visual Polish: Net Worth Cards now feature gradient overlays, buttons and layouts across the app have been improved
- Light/Dark Mode Controls: Take full control of your app's appearance with new light/dark mode override options in settings
- Added support for push notifications to stay connected
- Updated interface with cleaner navigation, refined button styling, and a more polished look throughout the app
- Improved date handling so your notes display and save dates exactly as you enter them
- Fixed navigation issues when tapping accounts
- Resolved problems with note date saving and display
- Initial release of WealthTrunk