- 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
Release Notes
What's New?
Updates, improvements, and new features in WealthTrunk.
- 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