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.

Net Worth Tracking in ClearMint Essentials
Net Worth Tracking — ClearMint Essentials personal finance dashboard
How it works

Step by step

  1. Add bank balances, credit cards, property, vehicles, and loans.
  2. Net Worth tab shows assets minus liabilities over time.
  3. 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.

Try ClearMint Essentials free for 30 days

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.