Money Management Net Worth Widget Overview 

Written by:

Baylor Cox

Reviewed by:

• Kayla George

Track your total assets and liabilities with the Net Worth Widget in Money Management. Knowing your financial status can be helpful to understand your overall financial situation. To ensure high value assets like your home or vehicle are included, add them manually under Accounts. 

Net Worth History 

View trends in your net worth over the past 3, 6, 9, or 12 months. If you’re new to Money Management, you won’t have enough data for accurate historical trends, but your profile will update over time automatically as more data comes in. 

Each dot on the graph represents your net worth for that month. 

Gains & Losses 

To see your gains and losses by account for a specific month, select a month under Monthly Totals. 

• Gains – Increase in assets or decrease in liabilities (for example, savings deposits, loan payments). 

• Losses – decrease in assets or increase in liabilities (for example, withdrawals, credit card spending). 

Assets & Liabilities 

View a breakdown of your financial position: 

1. Select View Assets & Liabilities. 

2. Choose an account type to see individual accounts. 

• Assets – Positive balances that add to net worth (for example, bank accounts, home value). 

• Liabilities – Debts that reduce net worth (for example, loans, credit card balances). 

You can also filter by accounts to see the value of any account or group of accounts you choose.