Tracking your Net Worth gives you the most accurate picture of your complete financial health. It is a snapshot of your financial life at one moment in , a single number representing your financial health.
Features:
- Custom asset and liability categories.
- Support for categories held in foreign currencies.
- Depreciable categories.
- Custom, colored category tags.
- Quick and simple data entry.
- Pre-populated values from the previous months’ entry.
- Track individual asset or liability categories.
- Multiple charts: net worth, total assets/liabilities, individual asset/liability category, tags.
- Pie charts showing a distribution of your asset/liability categories (% or amount).
- Tap on any chart point to see its information and/or edit that record.
- Compare net worth records from different periods.
- Compare your net worth to mean and median net worth in other countries.
- Compare your net worth to US mean and median net worth depending on income, age, and education.
- Display bar chart of your annual net worth and estimated net worth for future years based on the trend from previous ones.
- Set your net worth goal and see it in your charts.
- Password protection (optional).
- Multiple printable reports: net worth statement, assets, liabilities, tag-based reports.
- Copy any chart as an image to your clipboard or print it.
- Backup all your data to a file.
- Restore your data from a file.
- Export your data to a CSV (Comma Separated Values) file that lets you import it to MS Excel or Numbers.
- Setup monthly reminders so you don’t forget to log your next month’s net worth.
What’s New
Version 3.4.2:
- This version includes support for macOS Big Sur and compatibility with Apple Silicon machines.
- Fixed the issue where some views didn't show correctly in a multi-display environment.
Compatibility
macOS 10.12 or later
Support M1 Apple silicon.
Screenshots
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