Please note managing Net Worth is currently only available on the app for Premium users. Net worth cannot be edited on our website.
Here are the steps to link your property to your mortgage in the Net Worth tab:
Access the Net Worth Tab: Open the app and click on the “More” button in the bottom right-hand corner to access to the Net Worth Tab. From there, look for the "+" symbol in the top right-hand corner and tap on it.
Add your mortgage: In the following screen, tap on "Real Estate". A prompt will appear asking you to link your mortgage account via Plaid, our secure 3rd party linking provider.
Add your property: After linking your mortgage, you'll see a prompt titled "Let's Add Your Property". Tap on "Continue". You'll then be asked to input your property's purchase price and decide if you want to track your home's value automatically or manually.
Add your home's address: Once you've made your selection and filled in the necessary information, you'll be able to add your home's address.
That's it! Your property is now linked to your mortgage in the Net Worth tab of our app.