Manage accounts and manual updates

Add balance-sheet accounts, keep balances current, and understand how manual tracking affects net worth history.

What belongs here

Use manual account tracking for bank balances, loans, property values, vehicles, super, investments, or other assets and liabilities that affect your financial position.

Updating balances

A manual balance change affects the net worth view directly. If you make frequent manual updates, the history charts will reflect those snapshots rather than only imported changes.

Asset versus liability

Choose the account type carefully. Assets increase your total position; liabilities reduce it. If a chart looks upside down, the first thing to check is whether the account type is correct.