Privacy-First Finance

Know your net worth.
Own your future.

See your complete financial picture in 30 seconds. No bank logins. No data sharing. Just you and your money.

Free to use · Premium starts at $2.91/month

Wortly — Net Worth screen showing assets, liabilities, and total net worth
Wortly — Dashboard showing net worth, savings rate, and investment rate
Wortly — Cash Flow screen with income, expenses, and tags
100%Private & on-device
30 secMonthly check-in
150+Currencies supported
$0Free forever tier

You’re earning money.
But are you building wealth?

Most people have no idea what their net worth is. They check individual bank apps, guess at their investments, and hope they’re heading in the right direction.

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The Spreadsheet Trap

You started a spreadsheet once. It got complicated. You update it every few months, maybe. The numbers are probably wrong.

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The Privacy Dilemma

Every finance app wants your bank login. You’re not comfortable giving credentials to an app you found yesterday.

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The Anxiety Loop

Without clear numbers, money becomes a vague source of stress. You don’t know if you’re on track. You just… hope.

Wortly Net Worth screen

Assets, liabilities, and your real net worth — at a glance

Add everything you own and everything you owe. Wortly calculates your true net worth instantly. Watch it grow as you pay down debt and build savings.

  • Property, investments, savings, crypto
  • Mortgages, student loans, credit cards
  • Multi-currency with live exchange rates
  • Built-in guide to value your assets
Wortly Dashboard

A dashboard that motivates — and one you’ll actually share

Your home screen shows net worth, savings rate, investment rate, and your tracking streak. No private salary numbers — just progress you’re proud to show off.

  • Big, bold net worth number with trend chart
  • Savings rate & investment rate percentages
  • Screenshot-ready — share without revealing income
  • Swipe for the full power-user dashboard
Wortly Cash Flow screen

Budget tracking that doesn’t feel like homework

Your recurring income and expenses auto-fill every month. Just add the one-offs. Tag everything however you like — by bank, person, project, or “needs vs wants.”

  • Income, expenses & investments — tracked separately
  • Recurring items carry forward automatically
  • Passive income flagged & tracked distinctly
  • Custom tags with instant subtotals
Wortly Goals screen

Set goals. See the future. Stay on track.

Define your net worth target and the app projects month-by-month whether you’ll hit it. Powered by real trendlines from your data — not wishful thinking.

  • Monthly goal vs actual tracking
  • Projections based on your real trajectory
  • Tap any month to adjust your plan
  • Satisfying green numbers when you beat the goal

Built for serious tracking.
Designed for simplicity.

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Home & Lock Screen Widgets

Glance at your net worth without opening the app. Small and medium widgets available.

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Charts & Trendlines

Assets, cash flow, passive income, investment ratio — all with trendlines, goals, and moving averages.

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iCloud Sync

Keep your data synchronized across all your Apple devices seamlessly.

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PDF & CSV Export

Export your financial data for tax prep, your advisor, or just your records.

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Monthly Reminders

A gentle nudge to update your numbers. Build the habit that builds wealth.

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Light & Dark Mode

Follows your iPhone setting or set it manually. Beautiful either way.

5 minutes a month.
Financial clarity for life.

Add your accounts

Enter your assets (savings, investments, property) and liabilities (loans, mortgage). Takes 5 minutes the first time.

Track monthly

Each month, recurring items auto-fill. Just update balances and add any one-time expenses. Done in 30 seconds.

Watch it grow

Your savings rate, investment rate, and net worth trend tell the whole story. Share your progress — screenshot ready.

Private by design.
Not by afterthought.

Wortly never asks for your bank credentials. Your data lives on your device and nowhere else. No account required. No tracking. No ads. Just a tool that respects your privacy as much as you do.

🔒No bank loginManual entry by design
📱On-device storageData never leaves your phone
🚫No trackingZero analytics on your finances
🙅No ads, everSubscription-supported

How Wortly stacks up

Simpler than the complex apps. More private than all of them. And half the price.

FeatureYNABMonarchCopilotWortly ✦
Price / month$14.99$9.99$7.99$2.91*
Free tierNoNoNo✓ Yes
No bank login needed✓ By design
Multi-currency✓ 150+ currencies
Crypto ratesLimited✓ Live rates
Net worth tracking✓ Hero feature
Works worldwideUS onlyUS only✓ Global

* Annual plan ($34.99/year). Monthly plan available at $4.99/month.

Start free. Upgrade when ready.

Every user gets a 14-day trial of all premium features. After that, the free tier keeps working beautifully. Upgrade for the full experience.

Monthly

$4.99 /mo

Flexible. Cancel anytime.

Free forever: Net worth dashboard, basic budget tracking, 3 months of history.

Questions? Answered.

Do I need to connect my bank account?
No, never. Wortly is manual entry by design. You enter your own numbers, and your data stays on your device. This is a core principle, not a limitation.
How do I know what my assets are worth?
Check your bank app for savings balances, your brokerage for investments, and a site like Zillow or Zoopla for property. The app includes a built-in guide to help you value each asset type. Don’t overthink precision — a rough estimate updated regularly is better than a perfect number updated never.
What’s included in the free tier?
The shareable net worth dashboard, basic budget tracking (income, expenses, investments), and 3 months of history. It’s genuinely useful — not a teaser. Premium adds multi-currency, tags, goals, charts, widgets, export, and unlimited history.
Can I import data from a spreadsheet?
You can navigate to any past month and create it manually. If you have 12 months of spreadsheet data, you’d create each month and enter the numbers. Recurring items auto-copy forward, so after the first month it goes fast.
Is this just for wealthy people?
Absolutely not. Some of our most motivated users have a negative net worth (student loans, mortgages). Wortly shows your progress — watching debt decrease is just as powerful as watching savings grow. Your savings rate matters more than your balance.
What happens to my data if I cancel?
Nothing. Your data stays on your device. You drop to the free tier but everything is preserved. If you resubscribe later, all your history is still there.

Your financial clarity
starts today.

Download Wortly and see your complete financial picture in under 5 minutes. Free to start, private forever.

Download for iPhone — It’s Free

iOS 16+ · No account required · 14-day premium trial included