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Include checking in Net Worth

How to turn the Include checking in Net Worth toggle on or off, and when it might be helpful to exclude your checking balance from your asset totals.

Written by Sabrina

Managing Net Worth is currently available to Premium and Premium+ members.

To make sure your checking accounts are included in your total assets on the Net Worth tab, you’ll want to turn on the Include checking in Net Worth toggle.

To include your checking in Net Worth from the mobile app:

  1. Tap More in the bottom right corner of the app

  2. Select Net Worth

  3. Tap Assets along the top

  4. Scroll to the bottom of the Cash section (below the graph)

  5. Turn on Include checking in Net Worth


If this toggle is off, your checking account(s) will be excluded from your Net Worth — including from all asset totals and the net worth chart.
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This can be helpful if your checking balance changes often and you want a clearer view of your other assets or long-term trends.

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