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Track net worth
Keep assets and liabilities in one portfolio view, then review the total with the balances behind it.
Net worth is assets minus liabilities. Include connected balances, investments, crypto, property, vehicles, manual assets, and the debts attached to them.Connected balances update through providers. Update manual values when you have a reasonable new estimate, and review the total with its components.
Step-by-step guide
Desktop web walkthrough
Follow these steps in the current product UI. Use the platform switcher to show instructions for another supported platform.
1
Review Portfolio
Compare the total with its cash, investment, property, vehicle, and liability components.
2
Correct stale values
Update a manual asset when its estimate changes. Check a synced balance against its provider when it looks wrong.