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Net worth tracking without spreadsheets

See every account in one place and monitor trends over time.

5 min read
Tablet with a personal finance overview.

Connect the accounts that matter

Net worth is assets minus liabilities.

Include checking, savings, credit cards, and loans.

Reduce noise with account visibility

Business or duplicate accounts can distort the story.

Hide them from totals while keeping the data available.

Track trends monthly, not daily

Day-to-day swings are normal.

Monthly snapshots show true progress.