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Include Checking in Net Worth
Include Checking in Net Worth

Understand how to include your checking accounts in your Net Worth tab

Sabrina avatar
Written by Sabrina
Updated over 3 months ago

Please note managing Net Worth is currently only available on the app for Premium users. Net worth cannot be edited on our website.

In order to make sure that your checking accounts are included in your overall assets within the Net Worth tab, you’ll need to make sure that the “Include checking in Net Worth” toggle is on. To find that toggle, you can follow these steps:

  1. Tap on More in the lower right corner of the mobile app

  2. Select Net Worth from the options that are shown

  3. Along the top of the screen, select Assets

  4. At the bottom of the “Cash” section, beneath the graph, you’ll see Include checking in Net Worth

If this toggle is off, your checking account(s) will be excluded from the Net Worth Tab, including from assets and net worth charts. This can be useful if your checking account(s) fluctuates a lot and makes it difficult to see how your other assets or net worth are changing over time.

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