The spreadsheet that rotted
It worked for a while. Then a formula broke, a tab got renamed, and updating it became a chore you kept postponing. Patrimony carries every past balance forward automatically — there's no chore to postpone.
Patrimony is a private, local-first net worth tracking app for iPhone, iPad, Android, and Mac.
Patrimony — your whole net worth, in one honest number.
Patrimony is a private, local-first net worth tracker for iPhone, iPad, Android, and Mac. No bank connections, no subscriptions, no company that can shut down and take your financial history with it. Enter your balances a few times a year and it keeps the history, tracks the trend, and tells you where you're headed.
The problem
Your net worth lives in five apps, one drawer, and your head — nowhere reliable.
None of those tell you the one thing you actually want to know: are you ahead of where you were last year, and where are you headed next?
The app that vanished
Mint shut down overnight and took years of history with it. Bank-linked apps need your banking password just to work. Patrimony has no bank connection and no server — nothing to shut down, nothing to breach.
The number you don't actually know
You know roughly how you're doing. Roughly isn't a number. A few honest snapshots a year turn a feeling into a trend line — and a trend line into a forecast.
Patrimony asks for five minutes, a few times a year — and never asks for your bank password.
Nothing to breach. Nothing to shut down. Nothing leaves your device unless you choose to sync it.
No server and no bank connection means no login database to leak, and no company that can go under and take your history with it. Balances live on the device by default. Turn on sync, and they move only between Apple devices you own through iCloud — Patrimony's developer never sees them.
No bank connection
Zero data collection
Hide balances with a tap
Face ID lock
"I moved off a spreadsheet I'd kept for a decade. Patrimony is the first tracker I've trusted with real numbers. It has nothing to connect to, so there's nothing to leak."
"Importing my old Excel sheet took two minutes, and every past snapshot came with it. I didn't expect that to just work."
"One purchase, no subscription. My numbers blur out the second someone glances at my screen. Exactly what I wanted."
Three things you do. Everything else, Patrimony does for you.
List the accounts, take a snapshot every few months, and watch the curve. No manual math, no rebuilding formulas, no forgetting where you left off.
No busywork
Update balances a few times a year, not every day. Patrimony carries the old numbers forward automatically, so you're never starting from scratch.
Never lose an account in the shuffle
Every account sits under the bank or platform that holds it, so nothing gets forgotten. Filter to just what's liquid, locked in a pension, or no longer active.
See where you're headed, not just where you are
A one-year forecast and 3-year growth rate extend your curve forward, built from your own past snapshots — not a market model guessing on your behalf.
Know what you can actually spend
Net worth on paper isn't cash in hand. See how much is liquid, tied up, or locked until retirement — and split shared accounts by your real ownership share.
Bring your history with you
Already tracking net worth in a spreadsheet? Import it in minutes and keep every past snapshot — years of history, without re-typing a single number.
One app, every device you own
Native on iPhone, iPad, Android, and Mac, so you can check in from whichever's in your pocket. Optional iCloud sync connects the Apple devices you own.
A closer look
Every screen, forest green on ivory.
One purchase. No subscription. No ads.
Budgeting apps charge you monthly to watch ads and sell insights about your spending. Patrimony costs $49 once, unlocks every device you own, and that's the last time you'll see a price.
$49
one-time purchase
iPhone, iPad, Android & Mac
iPhone, iPad, Android & Mac
About Patrimony
Patrimony is an independent app, built and maintained by one developer with no investors and no ad business to protect. That means no pressure to add a subscription later, sell usage data, or pivot the product once it's making money. It follows local-first software principles: data lives on the device by default, and only the person who owns it can read it.
Questions or feedback: support@trackpatrimony.com.
Frequently asked questions
No. Patrimony never connects to a bank or brokerage. You type in each account's balance yourself, a few times a year. Patrimony keeps the history.
Bank-linked apps need your banking credentials to work, store them on a server, and can shut down overnight and take your history with them — Mint did exactly that. Patrimony never connects to a bank, has no server, and only you can read your data.
No. Patrimony collects zero user data. Balances stay on the device by default, with an optional iCloud sync between Apple devices you own. Patrimony's developer cannot read it either way.
Patrimony is a one-time purchase of $49 that unlocks the full app on every device. There is no subscription and no recurring fee.
Import from Excel. Patrimony rebuilds the accounts and balance history from that spreadsheet automatically.
Spreadsheets work until they don't — a broken formula, a renamed tab, or months of avoiding an update because it's become a chore. Patrimony carries balances forward, charts, and forecasts automatically, and it imports your existing spreadsheet in minutes if you want to switch.
Patrimony stores data on the device by default. It can lock behind Face ID on every launch. It can also blur every balance on screen until you tap to reveal it.
Patrimony is a native app for iPhone, iPad, Android, and Mac. It also supports optional iCloud sync between Apple devices you own.
Your net worth, tracked honestly — and privately, for good.
Download Patrimony for iPhone, Android, or Mac and take your first snapshot today.