Net Worth Tracking
Net worth tracking
Assets and liabilities live in different places — calculating net worth manually each month is error-prone. ClearMint Essentials is a net worth tracker built into a privacy-first personal finance dashboard.
What problem it solves
Assets and liabilities live in different places — calculating net worth manually each month is error-prone.
Who it is for
Homeowners, investors, and long-term wealth builders.
Why it is different
Net worth updates from imports and manual entries in one chart — not a quarterly spreadsheet ritual.
How it works
Step by step
- Add bank balances, credit cards, property, vehicles, and loans.
- Net Worth tab shows assets minus liabilities over time.
- Link assets to mortgages for live equity bars.
Examples
Track home equity, two cars, RRSP balance, and card debt; chart net worth monthly.
Related: import bank statements, personal finance dashboard, pricing.
FAQ
Frequently asked questions
How do I calculate net worth?
Sum assets minus liabilities — ClearMint does this automatically as you update balances.
Investment accounts?
Add manual balances or import cash movements; full brokerage sync is on the roadmap.