Net Worth
How To Use the Net Worth Tool
Your financial worth is more than just the number in your checking account. It includes savings accounts, retirement accounts, properties, investments, bonds, debt like student and car loans, and so on. When you add as many accounts as possible and include your property and debts, the app can tell you your true net worth, and will automatically update it as you spend, get a raise, or pay off loans.
Net Worth shows a visualization of how your net worth has changed over the last six months. It also gives a dollar figure, and tells you how much your net worth has changed since last month.
Tap anywhere on the Net Worth panel to bring up more details.
You’ll see your net worth at the top, a line graph of change over time, and your change from the previous month on the bottom right.
- Tap 6M, 9M, or 1Y to see how your net worth has evolved over six months, nine months, or one year.
- Tap one of the points on the graph to see your net worth for that month, and how much it changed from the month before.
Net Worth also shows your assets and liabilities in one place, just select View Assets & Liabilities.
All your accounts are listed, grouped by asset or liability, as well as type, so you’ll see a sum of assets in your checking accounts, a sum of liabilities in your credit cards, and so on.
Tap on an account type to show a list of individual accounts and balances for that type. Tap it again to close the list.
To view where you’ve gained or lost net worth for a selected month:
- On the Net Worth line graph, tap on the month you’d like to view.
- Then tap View [month] Gains and Losses.
This window will show how much you gained or lost in dollar amounts, organized by gains and losses.