WorthWise: Track Your Worth

WorthWise is a private, offline-first wealth tracker and planning app that helps you understand what you own, what you owe and where your finances may be heading.

TRACK YOUR COMPLETE FINANCIAL POSITION

Add savings, investments, retirement accounts, property, vehicles and other assets alongside mortgages, loans and credit cards. See your accessible wealth or your complete net wealth at a glance.

FOLLOW YOUR PROGRESS

Build a clear history of your finances and see how your wealth changes over time. Guided balance check-ins make it easy to keep everything up to date, while optional reminders help you maintain an accurate picture.

Your Dashboard brings your financial position together at a glance. WorthWise Plus users can also add planner cards to the Dashboard to quickly see progress towards their next milestones, including percentage complete or the amount left to go.

BUILD PLANS AROUND YOUR GOALS

Create personalized roadmaps around your long-term wealth and financial goals.

With WorthWise Plus, you can also create your own Custom Planners. Choose the assets that matter to a goal, set your target and time horizon, and follow its progress independently from the rest of your finances.

WorthWise breaks larger goals into smaller milestones, giving you a clear starting point and helping you focus on what comes next without losing sight of the final destination.

PROJECT YOUR FUTURE

Explore how current balances, regular contributions and adjustable growth assumptions may affect your future position. Set planning assumptions for individual assets and see how they contribute towards your goals.

PRIVATE BY DESIGN

• No WorthWise account required
• No bank connection required
• No advertising or analytics
• Financial data is stored on your device and, when iCloud is enabled, synced through your private iCloud account
• Optional Face ID, Touch ID or device-passcode protection
• Create and restore manual backups whenever you choose

WorthWise is designed to provide a clear view of your personal finances without requiring you to share your financial information directly with WorthWise or connect your bank accounts.

IMPORTANT

WorthWise provides estimates and planning illustrations only. It does not provide financial, investment, tax or legal advice. Projections are based on assumptions and are not guarantees of future performance. You are responsible for checking the information you enter and deciding whether the app is suitable for your needs.

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/