Help & Guides

Learn how to make the most of networthIQ

Getting Started

Learn the basics and set up your account

  • • Creating an account
  • • Dashboard overview
  • • Connecting accounts
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Overview

Master your financial overview dashboard

  • • Understanding your dashboard
  • • Net worth trends
  • • Financial snapshots
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Income & Expenses

Track your income and spending patterns

  • • Adding transactions
  • • Categorizing expenses
  • • Monthly comparisons
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Net Worth Tracking

Monitor your assets and liabilities

  • • Adding accounts
  • • Monthly snapshots
  • • Net worth growth
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Budgeting

Create and manage budgets effectively

  • • Creating budgets
  • • Budget versions
  • • Tracking spending
View Guide →

Investments

Track stocks, dividends, and returns

  • • Investment dashboard
  • • Dividend tracking
  • • Portfolio analysis
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Retirement Planning

Plan for your financial future

  • • Creating plans
  • • Projections
  • • Savings tracking
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Utilities & Bills

Track solar and utility expenses

  • • Solar tracking
  • • Utility bills
  • • Savings analysis
View Guide →

Chrome Extension

Import transactions automatically

  • • Installation
  • • Quick import
  • • Account setup
View Guide →