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Net Worth Simply put, it's the truest measure of your financial position. It's the total value of everything you own (your assets like real estate, bank accounts, and investments), minus everything you owe (your liabilities like mortgages, credit card balances, and student loans). The final number is your net worth—it's the amount you truly own, and the most important number to track for your financial health.

Why Track Your Net Worth?
Because it's the single best way to see your financial progress. Your net worth is the single-most important financial measure to track because it doesn't just tell you what you own today—it reveals the trend of your wealth over time.
It's the most accurate measure of how you're doing in growing your wealth, clearly showing whether it's increasing or decreasing, and by how much. Think of it as your monthly financial report card. It answers the big questions: "How am I doing?" and "Am I going to be O.K.?"
This isn't just for millionaires. It doesn’t matter if you have $1,000 or $1 million; taking 10 minutes a month to track this will give you the clarity and motivation to improve your financial life.

Total Organization, Your Way

Your financial life isn't generic, so your app shouldn't be either.

  • Flexible Categories: Create your own custom asset and liability categories to perfectly match your financial setup—from investments and bank accounts to credit cards, mortgages, and more.
  • Powerful Tagging: Go beyond categories with custom, colored tags. Group items as "Liquid," "Pre-Tax," or "Business-Related" to see your wealth in new ways.
  • Global View: Easily track assets and liabilities held in foreign currencies to get a true, consolidated view of your total net worth.

Net Worth assets and liabilities
A Clear View of Your Financial Progress

This is your financial command center. The current net worth overview is a powerful dashboard that displays your latest data in multiple ways. Instantly see your current net worth in large, clear numbers, visualize your historical chart to see how far you've come, and analyze your net worth distribution in a clean pie chart—all on one screen.

Dashboard
Your Monthly Financial Journal

Tracking your progress is simple. View all your net worth logs in a clean list. Each month, add a new one to capture your new financial data. Need to make a correction? Just edit an old log. You can also easily dive into any log to take a look at the logged values of your assets and liabilities from that period.

Net Worth Logs
Full Multi-Currency Support

Get a true picture of your global wealth. When you log an asset or liability held in a foreign currency, the app stores the exchange rate relative to your base currency. This gives you a single, consolidated view of your total net worth. The app also provides up-to-date exchange information for dozens of currencies.

Currency exchange
Visualize Your Distance From Your Goal

Setting a goal is the first step to achieving it. Our app helps you check how far your net worth is from your goal with a dedicated 'Distance from goal' panel. It visually displays the difference between your net worth goal and your current net worth, along with a chart highlighting both, keeping you focused and motivated on your financial journey.

net worth log comparison
Your Wealth, Measured in Gold

Measure your financial progress against a timeless asset. This feature lets you see your net worth and its entire history denominated in ounces of gold. It offers a powerful alternative perspective on your wealth, hedged against inflation. You can also tap on each of your data points (net worth log records) to see the exact value of an ounce of gold at that time in your local currency.

Charts
Compare Any Two Periods

Measure your growth with precision. This feature lets you compare any two of your net worth logs—whether it's month-over-month or year-over-year. Instantly see the exact difference in your net worth, total value of assets, and total liabilities between the two periods. It's the perfect way to understand how your financial decisions are impacting your growth.

net worth log comparison
Customizable, PDF & Print-Ready Reports

Turn your digital data into a professional document. Create customizable monthly Net Worth reports that are perfect for your personal archives or for sharing with a financial advisor. You can print, send by email, or save a clean PDF format directly to iCloud Drive.
The Report settings give you full control, letting you select what report components to include—choose to show or hide log notes, account descriptions, account tags, foreign currency details, font sizes, and more.

Charts
See Your Financial Story Unfold

This report is your financial history in a single document. Create a report listing your monthly or annual net worth history compiled from all of your past records. More importantly, you can display your month-over-month or year-over-year net worth change, allowing you to pinpoint your exact progress and see how your wealth has grown over time.

net worth history reports
Powerful Reports Based On Your Tags

Tags give you a powerful new way to see your finances. Create customizable tag-based reports to isolate specific parts of your portfolio. For example, see the total value of your "Retirement" accounts or track the debt on your "Real Estate" properties.
A tag-based report includes only assets and liabilities tagged with your selection of tags. You can even choose to include assets and liabilities that have all (AND relationship), or at least one (OR relationship) of the selected tags, giving you incredible flexibility.

Charts
Visualize Your Wealth in New Ways

See your finances come to life. Go beyond spreadsheets with a full suite of charting options. Instantly see your net worth distribution with a pie chart, or track your growth with charts showing the history of your net worth changes. You can even dive deeper to see total asset/liability changes or track charts based on your set of tags.

net worth charts

Also Available for Mac

Want to manage your finances on the big screen? NetWorth Pro 2 is also available as a powerful, dedicated app for your Mac. Get the same clear overview and powerful tracking features right on your desktop.

Learn More About the Mac App

Ready to Track Your Financial Progress?

Get a clear overview of your financial state. Download NetWorth Pro 2 today.

Download on the App Store