Assets and liabilities, separated
See the two halves of the balance sheet on their own terms, not just the net figure.
Net worth
In development
The number that actually measures progress
Add up what you own, subtract what you owe, and watch the line over months and years. Cash, investments, property and vehicles on one side; cards, loans and mortgages on the other.
Explore the sample experienceThe idea
Designed around the way money works in real life.
History you can interrogate
Compare this month against last quarter or last year, and see which accounts moved the total.
Assets with no feed
A house, a car or a private holding can be entered and revalued by hand so the total stays honest.
What is planned
A status for every capability.
These are product plans, not a promise that a capability is available today. Dependencies and limitations are shown with the relevant item.
Net worth & assetsIn development
Assets minus liabilities, tracked over time with history you can compare.
Calculating net worth
- Total net worth across all included accountsIn development
- Assets and liabilities tracked separatelyIn development
- Choose which accounts count toward the totalIn development
- Net worth history chartIn development
- Compare against a previous periodIn development
- Import historical balancesIn development
What goes into the total
- Bank and cash balancesNeeds a provider
- Investment and retirement balancesNeeds a provider
- Credit card balancesNeeds a provider
- Outstanding loan and mortgage balancesNeeds a provider
- Manually valued assets such as property or vehiclesIn development
- Automatic property valuationsWould require a licensed valuation data feed. None is integrated.Planned
- Equity compensation trackingPlanned
Known boundaries
What to expect from this area.
- A manually valued asset is only as accurate as the figure you enter. SolvMoney shows when a value was last updated so stale numbers are visible.
- No third-party property or vehicle valuation feed is integrated, so those values do not update on their own.
Related areas
Continue exploring.
A clearer picture starts here
Explore the previewExplore the sample interface.
See how the concepts in this feature area fit together in one sample household.