Managing Net Worth is currently available for Premium users.
If you are missing one of your financial accounts in the Net Worth Tab, you will need to link that account via our secure linking provider Plaid or manually add in your asset or debt to be tracked.
To add a new account in the mobile app:
Tap on the More tab along the bottom of your screen
Select Net Worth
Next tap the '+' icon on the top right of your screen.
From there, use to the sub-tabs to select to add an Asset or a Debt
After that you will be able to choose to link an account via our secure linking provider Plaid or manually add in your account.
To add a new account on the website:
Click on Net Worth along the left side of the screen
Next, select ‘Link Accounts’ to link your asset or debt via our secure linking provider Plaid
