:networth

The harder (& smarter) I work, the luckier I get.

Overview

Latest recorded period

Time Period Entry

Carry values forward by default, edit only the rows that changed, and close accounts in-period when needed.

Time Period Note

Only months with text are surfaced in the ledger and charts

Ledger

Type → Account → Year → Month

Unified Ledger

Type/month views with one-level depth controls

Charts

Monthly stack + net worth line

Historical Chart

Filterable stacked monthly history

Category Trends

Smooth sparklines by category

Forecasting

6 month intervals

Forward View

Conservative and smoothed

Data Entry

Holding definitions and account metadata

Holding Types

Asset or liability

Accounts

Holdings and properties metadata