Net worth feature overview

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Keep track of all of your assets and liabilities in your net worth feature. Your net worth is simply calculated by what you own (assets) minus what you owe (liabilities). In the net worth feature, you can add all your details and even link assets and liabilities to your accounts to automate tracking your net worth progress.

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1. Adding an asset

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To add an asset, simply tap the + symbol to the right of 'Your assets'. This will then bring you to the add an asset screen, where you can enter all your details.

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2. Adding a liability

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To add a liability, simply tap the + symbol to the right of 'Your liabilities'. This will then bring you to the add a liability screen, where you can enter all your details.

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3. Editing your asset or liability details

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To open your details for each asset or liability, simply tap on the tile for it. This will then open the asset or liability details screen, depending on which one you've selected.

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Once you've selected your asset or liability, you can choose which details you'd like to update. You can also choose between linking an account or not to your asset or liability by tapping the button next to 'Link to an account'. To edit the other details below, simply tap on each field, and you'll be able to update your details.

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If you'd like to update the accounts you've connected to your asset or liability, you can simply tap on the pencil icon to the right of 'Your accounts'. This will then open the link to an account screen. Once you've finished selecting your accounts, tap the exit symbol up in the top right corner.

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You're all ready to go 🎉

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Woohoo! You're all set to get the most out of your net worth feature. If you run into any issues while getting everything set up, feel free to get in touch with us at hello@budgetbuddie.co.nz

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