OVER TIME
Net worth history
Net worth Assets Liabilities
Observed balances
COMPOSITION
What makes up your net worth
Assets
Liabilities
ACCOUNT BREAKDOWN
Every piece of the picture
Choose a group and whether each account belongs in your net worth. Settings also apply to historical comparisons.
| Include | Account | Group | Last reconciled | Balance |
|---|
CATEGORY BALANCES
Your month, category by category
Available balances include rollover. Negative balances need attention.
| Category | Assigned | Activity | Available |
|---|
SPENDING PACE
Compare the same part of each month
This month Previous month
WHAT CHANGED
The biggest spending shifts
Positive changes mean more spending. Select a category to see its totals.