Accounts Table and Charts

The Accounts section gives you a full table of all accounts and charts for net worth, assets, and liabilities.

Where to Find It

• Sidebar → Accounts — full accounts table plus net worth and breakdown charts.
• Sidebar → Accounts → [Type] (e.g. Investments, Cash) — table filtered to that type, plus a type breakdown chart and a trend chart for that type.

Accounts Table

• Lists all your accounts by type and subtype.
• Columns include account name, type, current value/balance, and change where applicable.
• Use Import to bulk add accounts from CSV or XLSX; use Export to download your data.

Net Worth Chart

• Available on the Accounts page and on Analytics.
• Time range: 1M, 6M, 1Y, 5Y, or All.
• View toggle:
  • Net worth — single line (total assets minus total liabilities).
  • Assets & liabilities — two lines: total assets and total liabilities over time.
• All values use your preferred currency. History comes from daily snapshots and, for holdings, end-of-day prices.

Assets vs Liabilities

In the Assets & liabilities view:

• One series is total assets, the other total liabilities.
• Net worth = total assets − total liabilities. The chart shows how both sides move over time.

Type-Specific View (e.g. Investments, Cash)

When you open Accounts → [Type]:

• The table is filtered to that account type only.
• A breakdown chart (e.g. treemap or pie) shows how that type is split by subtype.
• A type trend chart shows that type’s total value over time.

How Values Are Calculated

• Holdings (e.g. stocks, REITs): Values use end-of-day (EOD) prices; you don’t update prices manually.
• Manual accounts: Values come from the amounts you enter; use Add value or Edit to keep them up to date.

Need more help?

See Edit and Delete Account to change or remove an account, and Adding an Account to add new accounts.