Net Worth Reports

The Net Worth Reports tab can help you track your net worth over many years. Each month, simply record the balances of the categories you defined.
  1. 1.
    Years Selector: Select a range of years to visualize in the graph below.
  2. 2.
    Net Worth Selectors: With these options, you can see how your overall net worth, assets, and debts have changed over time.
  3. 3.
    Net Worth Reports Table: You can add your net worth data to the table each month and the graph above will update automatically with the new data.
  4. 4.
    Lookup Feature: Review past values of your categories by selecting a Net Worth Category and date.