Complete overview of your wealth
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One step to building wealth is to measure and track your financial progress. Not tracking your financial progress is like driving with your eyes closed, you have no idea where you’ve been or where you are going, and you are probably going to have an accident.

There is one true measure of wealth - how much you own. It's called 'net worth'. Net worth is the king of personal financial calculations and the most important scorecard in the game of wealth-building.

Net worth in its simplest form is total assets less total liabilities. You add up the value of all assets you own: real estate, bank accounts, investment portfolios, retirement funds, tangible items (cars, collections, ...), etc. Then you subtract every debt you owe: credit card balances, mortgages, car loans, student loans, etc. The difference is your net worth. It's the amount you truly own.

Net worth is the single-most important financial measure to track. It not only tells you how much you own, but when looked at over time it lets you know whether your wealth is increasing or decreasing and by how much. It's an accurate measure of how you're doing in growing your wealth. It is like giving yourself a grade every month and helps keep your spending/savings for the month accountable. It could give you answers to questions like 'how am I doing?' and, 'am I going to be O.K.?'.

Asset and Liability Categories

Create your own list of custom asset and liability categories. Track your net worth by logging monthly values for each of your categories.

Create asset categories like cash, bank accounts, investment portfolios, real estate etc.

Liability categories like: credit card debt, line of credit, mortgages, car loans etc.

Keep your assets in foreign currencies, tag them with custom tags, configure automatic depreciation, assign locations and documents.

net worth pro asset and liebility categories
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.

To speed up data entry, the app offers values from the most recent log period. If the category value needs to be changed, you can change it by selecting the category row and editing it.

Once changed, the value colour turns to green for Asset categories or to red for Liability categories.

The app will calculate total value of all your assets, categories and the net worth.

net worth pro data entry
Asset locations

Manage locations that you can assign to your assets, display all assets on a particular location, display locations on a map.

Define your locations by address or a longitude/latitude pair.

net worth pro asset and liebility categories
Document management

Manage all your asset documents from one place. To add a new document, just drag and drop it to a document form.

Add asset images, real estate contracts, leasing agreements etc.

net worth pro data entry
Category Tags

Tags - a powerful new way to organize your categories. Assign one or more tags to any of your categories.

Create a tag based report or display a chart related to one or more tags.


Example 1: tag all of your real estate related categories (home, rental properties) with a 'Real estate' tag and see how the combined value of all your real estate properties changes over time.

Example 2: tag all of your investment related categories (Real Estate, trading accounts, ...) with an 'Investments' tag.

net worth pro tags

Overview

Current net worth overview displays your latest wealth information in a numeric form and as a pie chart.

It shows your total net worth, assets and liabilities as well as distance from your net worth goal.

This area also displays last four years of your net worth.

See last four years of your net worth as a net worth bar chart or a stacked bar chart displaying values of asset or liability categories.

net worth history chart

Net worth charts

Choose among different chart options:

  • Net worth history (with or without stacked asset/liability charts)
  • Asset & liability history
  • Charts related to a selected category
  • Optionally, show changes in your net worth, assets or liabilities as a percent or amount

    You can also set your net worth goal amount and display it beside the net worth history chart.

    net worth annual view

    Pie charts showing distribution of your net worth

    The pie chart page shows you details about your net worth distribution.

    Asset and liability pie charts display distribution of your assets and liabilities across your defined categories.

    You can choose to display category values as a percentage of total or as an amount.

    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 forecast' 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.

    All you have to do is select two different log periods, and you will see net worth information related to each of the selected periods as well as differences between these periods.

    compare net worth records

    How does your net worth compares to others

    ​ Your net worth number is more appealing when you have someone else’s to compare with. We tend to have an innate curiosity about other people's finances, especially those who seem to earn about what we do but spend a lot more.

    Compare your net worth to average and median net worth of people in other countries (based on Credit Suisse Global Wealth Report 2015 data).

    compare net worth to other countries

    Password protection

    Enable password protection of your app.

    If you turn this option on and set a password, you will be able to get into the app only after entering the correct password. If you don't type it correctly, a hint will displayed to help you remember it.

    password entry

    Export, Backup/Restore your data

    Backup/export all your data to a standard JSON format file. Quickly restore all of your data if you need to or import them from some other application.

    Export your data to a CSV (Comma Separated Values) file that lets you import it to MS Excel or Numbers.

    compare net worth to other countries

    Foreign currencies

    Enable password protection of your app.

    If you turn this option on and set a password, you will be able to get into the app only after entering the correct password. If you don't type it correctly, a hint will displayed to help you remember it.

    password entry

    Reports

    Multiple printable reports: net worth statement, assets, liabilities, tag based reports.

    Display, save (as PDF) or print any of reports.

    compare net worth to other countries