Net Worth Tracker Your financial health checkup

Net Worth - the amount by which assets exceed liabilities.

Net worth tracking - make it your financial health checkup

Are you tired of using money management software that requires you to track all of your transactions? Did you ever get tired of that and give up using them altogether?

Did you realize that entering information into these programs, appropriately categorizing all of your spending isn't a good use of your time? It is just a lot of work to get a picture of your month-to-month money flow.

Are your finances on track? Tracking your net worth is like giving yourself a grade every month and helps keep your spending/savings for the month accountable.

Calculating net worth is essentially synthesizing all aspects of your personal finances into a single number.

To calculate your net worth, take every asset you can possibly think of and subtract all the various sources of debt, and there it is - the single most comprehensive gauge of how you are doing financially.

Simple data entry

Spend only minutes each month to enter your net worth. There is no need to go over hundreds of transaction per account every month.

net worth tracker simple data entry

iCloud synchronization

You can use iCloud to synchronize your net worth data between your other Apple devices (Macs and iPads - see Net Worth Tracker for Mac).

When iCloud is disabled, an independent local store will be loaded. The user will not see their iCloud data. When iCloud is enabled, the iCloud store will be loaded. This store will initially be a copy of the local store, but any changes will not be saved in the local store: they will only exist on the iCloud.

The choice of whether iCloud is enabled or not is a device-specific one: enabling iCloud on one device does not cause all devices to suddenly switch over to iCloud.

net worth tracker settings icloud synchronization

Net worth history charts

Switch between the net worth and assets/liabilities charts.

By default, a time scale displaying all of your data is selected. If you select any other scale, you can pan left and right to see data points from different time periods.

You can change some of charts' properties from the application Settings.

net worth history chart

Annual view

Annual view gives you an overview of your net worth at the end of each calendar year.

If you turn on the 'Annual trend' option, the application will try to predict your net worth several years in the future.

net worth annual view

Comparing net worth records

Compare any two of your net worth records.

compare net worth records

Backup/restore through Dropbox

If you have a Dropbox account you can use it as a backup, or to export your net worth data as a CSV (Comma Separated Values) file. You can also import any of your exported (or otherwise created) CSV files back to the application. Importing a file from Dropbox will first erase all existing data.

net worth export import through dropbox