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Reviews (3)▼
Uncomplicated app for tracking my net-worth on a monthly basis. Was tired of keeping spreadsheet formulas updated and other DIY solutions. I was not interested in apps that connect to my accounts and the clean interface works perfect for me and the graphs are a bonus. I use a built in report to send my spouse a snapshot that uses colored tags to provide an overview of our accounts. I also purchased the desktop version in order to be able to enter balances in either modality. But, do have to sync manually between devices. This is not an issue for me since only update once a month
If you want a basic way to view all your assets and liabilities in one place without a lot of hassle, this works. It would be helpful if it had account categories such as retirement, taxable investments, checking, savings, real estate, etc. Note that you cannot download account balances into the app; data entry is manual.
Well thought out and complete. By far the best app out there, and I’ve tried nearly all of them... the developer spent the time to get it right and ensured its completeness. Hats off for a great job!!
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Net Worth Tracking: Your Financial Health Checkup See your entire financial picture at a glance. Are your finances on track? Tracking your net worth...