Net worth overview

See how the net worth workspace combines assets, liabilities, account history, and investments.

Net worth, Accounts, and Investments are separate rows in the Track sidebar, so changing the view keeps you inside the same route family.

Net worth

Use the Net worth row to watch total assets, liabilities, and net worth over time. It is the best place to understand overall movement before drilling into individual accounts.

Accounts

The Accounts row is where manual account tracking and history management become more detailed. If a total looks wrong, this is usually the section that explains why.

Investments

The Investments row focuses on holdings and price-aware portfolio tracking. It sits inside the same Track destination so your market positions still roll up into total net worth.

A key detail to remember

Net worth is a balance-sheet view, not a transaction ledger. If a number changes unexpectedly, first confirm whether the cause is an account balance update, an imported holding change, or a market price refresh.