Overview

  • Net Worth tracks the net sum of all your assets and liabilities over the past year. 
  • The dots on the graphs represent your net worth for each month; the lines on the graph represent the change in your net worth from month to month. 
  • Select a date option to change the selected range. 


Gains and Losses

  • Selecting a specific dot on the graph and then the Gains & Losses box at the bottom will display the gains and losses for that month. 
  • Select an account to see transactions. 


Assets and Liabilities 

  • Select "View Assets and Liabilities" to view net worth details organized by type.