Skip to main content

Net Worth Widget

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

Full 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