Get started in 3 steps

Create accounts for every asset and liability you want to track. Bank accounts, brokerage portfolios, real estate, student loans, mortgages, credit cards — anything with a balance.

• Organize by type: assets and liabilities
• Name accounts however makes sense to you
• Add or archive accounts at any time

Once a month (or whenever you like), record the current balance of each account. This creates a point-in-time record of your complete financial state.

• Enter balances manually in a simple form
• Batch import from CSV for quick backfills
• One snapshot per calendar day, automatically enforced

Your dashboard updates automatically with every snapshot. See your net worth trend, asset allocation, and month-over-month changes — all in one place.

• Interactive trend charts with date range selection
• Asset and liability allocation breakdowns
• Goal guidance and rolling averages