Your net worth is what you own minus what you owe. The Net worth page adds up your properties, investments, bank accounts and the other items you add there.
Other assets and liabilities: a car, a pension, a business, money lent, valuables, a car loan, a student loan… Use Add an item and give it a value or a balance on a date; add a new value when it changes.
The chart shows it by month or by year. Show switches between the chart, the table and the table inverted (the periods across, assets and liabilities in two columns). The range and the view are remembered. You can see it for yourself, for another person or company, or for several together.
Below the chart: what makes it up today, the cash flow at your share, the estimated tax on your gains and the month-end snapshots. Print or save as PDF makes a statement of net worth.
An item in another currency needs an exchange rate: Settings, Currency, downloads the Bank of Canada rates.
Names in bold are the pages, tabs and buttons as the app shows them.
Still a question? Write to support@indivia.app. Your message goes straight to the people who make the app.