The Net Worth tab tracks the sum of all your assets and liabilities. Property accounts can be added manually on the Accounts tab to make sure key assets — such as the value of your home or vehicle — are counted.
You can choose to view the past 6, 9, or 12 months of net-worth history. If you just started using the software, you may not have accumulated enough data to to get an accurate historical picture of your net worth; however, the software will continue to save transaction data moving forward.
You can use Net Worth to keep track of your total assets and liabilities displayed as a list by account type. To view your assets and liabilities:
- Click “Assets & Liabilities” at the top to view these figures.
- Click on an account type to view individual accounts. A window will appear showing the assets and liabilities within each account during that month.
Assets: Positive values that count toward your net worth, such as money in checking accounts, the value of your home, etc.
Liabilities: Negative values that count against your net worth, such as credit card debt, loans, or a mortgage.