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Net Worth report

Updated over a week ago

The Net Worth report shows you a simplified snapshot of your assets (what you own) and you liabilities (what you owe) as well as their variation month over month.

What You’ll See

  • Assets: Everything you own — like cash, savings, investments, or valuable items.

  • Liabilities: What you owe — such as credit card balances, loans, mortgages, or other debts.

  • Net Worth Trend: A simple chart or number showing how your financial situation is improving (or where you might need to adjust). This information will be available once enough historical data is available.

Your net worth is one of the best ways to understand your overall financial progress. Even small changes, like paying down debt or growing your savings, can add up and move your number in the right direction.

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