Whole: Net Worth Tracker

Gianmarco David

Contains adsIn-app purchases

About this app

See everything you own and owe in one number, and watch it change over time.

Whole is a net worth tracker you fill in yourself. No bank login, no linking accounts. Add your balances whenever you like, and Whole totals your assets and liabilities and shows how your net worth is moving.

WHY PEOPLE USE WHOLE
• Private by design: your data stays on your device unless you turn on sync, which is end-to-end encrypted
• Manual on purpose: a few minutes a month keeps you in touch with your money, without handing your bank credentials to anyone
• Anything counts: bank accounts, investments, a house, a pension, crypto, a car, a mortgage, a loan, a credit card
• Bring your spreadsheet: import the net worth sheet you already keep, from CSV or Excel

TRACK
• Create your own categories and group them (cash, investments, property, debt, or anything else)
• No limit on how many accounts you track, even on the free version
• Archive accounts you've closed and keep their history
• Reminders so you never forget your monthly update

UNDERSTAND
• Net worth, assets and liabilities over time
• See how your money splits across categories and groups
• Your biggest movers and what changed your net worth
• A projection of where your net worth could be heading

KEEP YOUR DATA YOURS
• Back up to Google Drive or Dropbox, with restore points before every import
• Export to Excel, CSV or JSON, and share records and reports as PDF
• Sync across devices with end-to-end encryption
• Lock the app with a passcode or your fingerprint

MADE FOR YOU
• Light and dark theme
• Works great on tablets and foldables
• Any currency

FREE AND PREMIUM
Whole is free to use. Premium removes ads and unlocks advanced charts, projections, spreadsheet import, export, backup, reminders and sync.

Made by one developer, who reads every email. Write to me with ideas or problems, many of Whole's features came from users.

Ciao!

Ratings and reviews

It's pretty good, I don't know what else I would really want insight or graphing wise, but it would be nice to be able to set custom ranges for the in-app charts instead of the minimum view being 6 months. It's too bad we can't set it to view/chart days or a week to a month at a time. I would like a month view chart option at the least.. Without having to chart it in another app. Overall, the app is simple and does what it needs!

This app is what I needed to track my net worth. Simply made to track your net worth. I can customize my categories, I calculate the amounts of each category separately and put them in the app. There you are. The charts are clear. The colors are closely aligned so I can separate assets from liabilities. The free version helps a lot. I will jump to the premium once I have gathered enough data. For now this is the app I will use for my net worth overview. Thank you!!

Great app! A few small bugs, but the app is very clean, and very useful to keep track of all your savings/investments. I'm surprised it's the only app I found that offered this functionality. I wish there were a server and that the data could be saved on the cloud (instead of json/csv export) and shared/synced with other members of the family.

What’s new

• New Patterns tab in Premium: your net worth month by month, highs and dips, how steady it is, and where it could be heading.
• Look back on your year with a recap, card by card.
• Import any CSV or Excel spreadsheet (Beta, Premium).
• Share any Charts period as a PDF report.
• Fresh look for Categories, Backup, Export and Reminder. Categories and groups show their history year by year, and Tools and Settings are now one More tab.
• Bug fixes and small improvements.