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Net Worth Trend Analysis
What it does: Automatically tracks your total net worth over time across all accounts, investments, and debts, showing beautiful visualizations of your wealth progression with breakdowns by asset type and growth drivers. Why you'll love it: See the big picture of your financial progress beyond just checking account balances. Watch your net worth grow month over month, understand which investments or debt payments are making the biggest impact, and stay motivated by seeing your wealth-building journey mapped out visually. It's like having a personal wealth tracker that shows you're actually making progress, even when individual accounts fluctuate.
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Savings goals
Set up goals like "I need X amount by Y date"
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