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.
Spend only minutes each month to enter your net worth. There is no need to go over hundreds of transaction per account every month.
At the end of each month, collect balances from all of your accounts and add them to your monthly net worth record.
Organize your accounts with colour-coded tags.
Use tags to create your own tag-based reports.
Select 'Net Worth history' section for a full-sized net worth history chart and table. Compare your net worth with your asset and liability charts or switch to a month to month changes chart.
See if you are heading in the right direction.
See all your net worth history in a clear monthly table view grouped by years.
Choose between a compact and a fully-detailed view.
Export all your tables to Excel while maintaining their formatting.
Copy all the charts as images to a clipboard or save them to a file.
Your net worth distribution at a glance.
Pie chart based view showing distribution of your assets and liabilities on a per account basis.
Display tables and charts related to custom account types.
See month by month changes in total values of all your accounts of a selected type - displayed as a table or a chart.
See a distribution of accounts within the type.
Create your own tag based reports. Include accounts to your report by their tags.
Make a report that contains accounts who must have all of selected tags, or who have at least one of selected tags.
Export any of your monthly net worth states as PDF based report file.
If you net worth is not going in the right direction, present it to your family in a clear and simple way.
All the values of your net worth file are stored in an encrypted form. If your computer gets lost your information stays only yours.
Choose a PIN code to open your net worth file.