Apps Like WealthTrunk: Net Worth Tracker for iPhone and iPad
Track net and generate reports
Track net and organize accounts by family member. Monitor wealth growth over time and generate professional reports. Project financial future and share updates securely. Add accounts and family members to create a personalized financial overview.
by Christopher Scott Schultz★ 5.019 ratingsFinanceFreeData updated 2026-09-06
Create and share multiple ledgers with others for collaborative financial management. Split expenses and revenue among trips, housemates, friends, or business partners using equal sharing, proportion, shares, or exact amounts.
Manage accounts by viewing balances and monitoring checking, savings, cards, and loans. Set up transaction and deposit alerts. Transfer money, make payments, pay bills, and deposit checks via photo. Pay loans and use the Money Management tool.
Calculate investment returns for SIP and plans. View detailed growth projections with charts and tables. Input personal details to customize investment scenarios. Track financial goals and monitor progress over time.
In children's future with professionally managed portfolios. Receive financial gifts from loved ones and save milestones as memories. Set up recurring contributions and track investment growth over time.
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
Track income and expenses with categorized entries. Set and monitor budget envelopes for specific spending. View monthly summaries and net worth changes. Receive alerts for transactions and budget overages. Export financial data for record-keeping.
Access account balances and transaction details anytime. Transfer funds between accounts. View detailed transaction history. Securely manage finances 24/7. Requires enrollment in Home Financial Services.