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Net Worth Widget

The Net Worth Widget lets end users see their net worth over a 6 month, 9 month, or 1 year period.

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There's also a more compact Mini Net Worth Widget.

Key Features​

  • View net worth over the last three months, six months, nine months, or year
  • Select a month to see the gains and losses associated with any account that didn't stay the same
  • Filter the accounts shown
  • View assets & liabilities

Assets & Liabilities​

The following account types are considered assets:

  • CASH
  • CHECKING
  • INSURANCE
  • INVESTMENT
  • PREPAID
  • PROPERTY
  • SAVINGS
  • UNKNOWN

The following account types are considered liabilities:

  • CHECKING_LINE_OF_CREDIT
  • CREDIT_CARD
  • LINE_OF_CREDIT
  • LOAN
  • MORTGAGE

Mini Net Worth Widget​

The Mini Net Worth Widget shows end users their net worth for the current month, the change in their net worth from the previous month, and a chart detailing their net worth for the current month and past five months. There's also a View Details CTA that can be configured to send users to the Net Worth Widget.

When embedding this widget, you must use a height of at least 400px. We recommend a width of 300px to 450px, but support 300px to 750px.

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