Monitor your assets and liabilities
Net Worth = Total Assets - Total Liabilities
Monitor how your net worth changes over time as you build wealth.
Upload monthly net worth data to track progress. Go to Net Worth → Import to add monthly snapshots.
Use the Monthly Mapping feature to connect your file columns to database fields for easier imports.
Screenshot 1: Net Worth Dashboard
Overview of all asset categories, liability categories, and your calculated net worth.
Screenshot 2: Cash Accounts
View all your bank accounts and savings accounts in one place.
Screenshot 3: Investment Accounts
Track stocks, bonds, retirement accounts, and other investment assets.
Screenshot 4: Add Account
Click to add new accounts manually with account name, type, and current balance.
Screenshot 5: Monthly Import
Go to Net Worth → Import to upload monthly snapshots as CSV or Excel files.