How-to guide

How to Calculate Net Worth

  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.

Feature detail: Net Worth Tracking · Help article

FAQ

Frequently asked questions

How to Calculate Net Worth?
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.

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