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How is net worth calculated?

Understand how net worth is calculated and displayed on the Net Worth tab.

Francis avatar
Written by Francis
Updated over 5 months ago

Managing Net Worth is currently available for Premium users.

By tracking everything you own and owe in one place, your net worth helps you measure and monitor your financial health over time. Your net worth is the total value of your assets minus your total debts.

If you have a checking account, savings account, or an investment account - these will make up your assets. Any balances on loans such as credit cards, auto loan or student loans - these will make up your debts.

Next to calculate your net worth, we simply subtract your total debts from your total assets. You will see your net worth final number displayed on the Summary tab within the Net Worth tab.

Net worth = Assets - Debt.


To view your Net Worth from the Mobile App:

  1. Tap on the More tab along the bottom of your screen

  2. Select Net Worth

  3. You can cycle through three different screens (Summary, Assets, Debt) along the top of the screen

To view your Net Worth from the Website:

  1. Click on Net Worth along the left side of the screen

  2. You can cycle through three different screens (Summary, Assets, Debt) along the top of the screen

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