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How to use Net Worth Tracker

Add what you own and what you owe, then watch your net worth grow month over month.

Enable it

Owners turn this on from Admin -> Module Store -> find Net Worth Tracker -> toggle on. Requires the Business plan or higher.

Where to find it

Once enabled, members open it at /net-worth from the community navigation.

What you can do

  • Add an asset (Cash & Bank, Investments, Crypto, Real Estate, Vehicles, Other) by clicking Add in the Assets panel.
  • Add a liability (Mortgage, Student Loans, Auto Loans, Credit Cards, Other Debt) from the Liabilities panel.
  • Pick a category, enter a name and balance, then save the entry.
  • See your live totals: total assets, total liabilities, and debt-to-assets ratio.
  • Click the snapshot button to save a point-in-time record of your net worth.
  • View your progress over time on the spark chart built from your snapshots.
  • Remove any entry with its trash icon.

Related

  • The Module Store (Admin -> Module Store)