Net worth over time

Net worth is your total assets minus your total liabilities. MoneyVue computes it from every account you've connected (or entered manually) and tracks the result over time.

What counts as an asset

Anything with a positive balance:

• Checking, savings, CDs, money market.
• Brokerage, IRA, 401(k), other investments.
• Manual accounts you've created for cash, vehicles, property, or valuables.

What counts as a liability

Anything with a negative balance:

• Credit cards.
• Mortgages.
• Loans (personal, student, auto).
• Lines of credit.

Hiding accounts from net worth

If an account shouldn't count toward net worth (e.g., a business account, an old one you keep open for the credit history), hide it in Settings → Accounts. Hidden accounts disappear from the dashboard, the Net Worth view, and the Transactions list.

The net-worth chart

The chart sums all visible account balances per day and plots the total. Time ranges work the same as on the investments balance chart.

The chart includes both checking-style and investment accounts in one line. To see investments alone, use the Investments page.

How fast it updates

Net worth refreshes whenever an account balance updates — typically once per day per account, on a sync. Manual accounts update only when you enter a new balance.

FAQ

Why is my net worth different from what my bank's app shows? Different definitions. Most bank apps only show accounts at that bank. MoneyVue sums every connected and manual account.

Does net worth include my home value? Only if you've added a manual account for it. MoneyVue does not pull real estate valuations automatically.

Can I see net worth by category (liquid vs. retirement vs. real estate)? Not as a stacked breakdown today.