A net worth tracker that saves snapshots over time
Assets minus debts, from the numbers already in your other tabs, saved as snapshots so you can see the trend.
A balance sheet built from your tabs
Net Worth reads your checking accounts from Cash, your investments from Brokerage and your balances from Debt, then adds the personal assets you list yourself (a car, a home, anything else of value). It never edits the tabs it reads from.
The cards show net worth, total assets, total liabilities and the retirement ratio, using the retirement flag of each account type.
Real estate, counted or not
An Include Housing switch decides whether your home and its mortgage count. With it off, real estate assets are kept and hidden, and the page says how many.
Snapshots and the trend
Save a snapshot by hand or on a schedule; scheduled captures run in the late afternoon Eastern time. The Wealth Trajectory chart draws them over time. The Net Worth Report PDF puts the summary, assets, real estate, liabilities, Federal Tax, Projections, the Portfolio Report and each month’s Spending Report in one file.
Free and paid
Free, by hand
- Net worth from every tab and your personal assets
- Snapshots, Wealth Trajectory and the PDF report
Paid, with bank connections and AI
- Balances from connected accounts keep it current without typing
Try it with your own numbers
Free when you enter figures by hand. Bank connections through Plaid and the AI tools are $8 a month, or $80 a year (2 months free). No card needed to start.