Skip to main content

Include Checking in Net Worth

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

Noël Smoot avatar
Written by Noël Smoot
Updated over 2 weeks ago

Managing Net Worth is currently available for Premium users.

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.

This can be helpful if your checking balance changes often and you want a clearer view of your other assets or long-term trends.

Did this answer your question?