Clever Net Worth 5.2

Clever Net Worth 5.2

CleverInfo – Freeware – iOS
out of 3 votes
Latest Version
5.2
Safe to install

In an era where financial awareness is crucial, many individuals grapple with the question: Are you getting richer or poorer? "Clever Net Worth" offers an insightful way to assess your financial status, and it is now available for free.

A COMMON CHALLENGE

Managing various accounts—ranging from cash and bank accounts to loans, credit cards, and assets like property—can be overwhelming. Tracking net worth over time often seems like a daunting task.

SIMPLE TRACKING SOLUTIONS

Traditional accounting methods require meticulous recording of every transaction, which can be cumbersome. "Clever Net Worth" simplifies this process by allowing users to input account balances as it suits their schedules. For instance, one might choose to update their home's value annually while reviewing mortgage balances monthly and credit card debts at their convenience.

EXTENDED FUNCTIONALITY

This application goes beyond merely tracking net worth; it enables users to combine multiple accounts into Collections for a more comprehensive overview. For example, users can easily assess home equity by calculating the difference between the property's value and its mortgage balance.

KEY FEATURES

  • Completely free to use, with no in-app purchases required.
  • Sync data across all your devices through iCloud.
  • Understand your financial position at a glance: ASSETS - LIABILITIES = NET WORTH.
  • Maintain a history of balances dated by user preference, including savings accounts, home values, or personal loans.
  • Organize accounts by category and add notes for additional context.
  • Sample accounts are provided for an interactive learning experience.
  • Create Collections to represent aggregated values such as Home Equity or Total Net Worth.
  • Visualize your data with timeline charts that can be customized for specific periods.
  • Easily update account balances as necessary; no rigid schedule required.
  • Access trend lines on all charts, with future projections available for up to 25 years based on current trends.
  • Document significant events related to financial changes for added insight.
  • Customize chart colors to your liking.
  • Utilize Face ID, Touch ID, or a password for enhanced security.
  • Create backups of your data and restore them as needed.
  • Import and export data to facilitate spreadsheet use.
  • Fully compatible with Dark Mode where available.
  • Accessible on Mac desktops, iPads, and iPhones.
  • Supports multiple windows on Mac and iPad devices.

Please note that this application does not offer automatic balance downloads from bank accounts. "Clever Net Worth" presents a user-friendly solution for those needing clarity on their financial journey.

Overview

Clever Net Worth is a Freeware software in the category Business developed by CleverInfo.

The latest version of Clever Net Worth is 5.2, released on 01/09/2025. It was initially added to our database on 01/09/2025.

Clever Net Worth runs on the following operating systems: iOS.

Users of Clever Net Worth gave it a rating of 3 out of 5 stars.

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