Net Worth Overview

The Net Worth tab tracks the sum of all your assets and liabilities. Property accounts can be added manually on the Accounts tab to make sure key assets — such as the value of your home or vehicle — are counted.

You can choose to view the past 6, 9, or 12 months of net-worth history. If you just started using the software, you may not have accumulated enough data to to get an accurate historical picture of your net worth; however, the software will continue to save transaction data moving forward.

Each dot on the graph represents your net worth during a specific month.

• 1. Click on a circle for any month to see how your net worth increased or decreased.
  2. Click on the same circle again to bring up a list of gains and losses.
     
     A window will appear showing the gains and losses within each account during that month.
     
     Gains : When an asset increases in value or a liability decreases in value, your net worth will go up. For example, putting money in savings or making a car payment.
     Losses: When an asset decreases in value or a liability increases in value, your net worth will go down. For example, pulling money out of savings or spending more on a credit card than you can immediately pay off.
     
     
• 1. Tap View Assets & Liabilities at the top to view these figures.
  2. Tap on an account type to view individual accounts. A window will appear showing the assets and liabilities within each account during that month.
     
     Assets: Positive values that count toward your net worth, such as money in checking accounts, the value of your home, etc.
     Liabilities: Negative values that count against your net worth, such as credit card debt, loans, or a mortgage.

To learn more about the Net Worth tool, watch the quick clip here.

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.