How to Track Your Net Worth With an Asset-Tracking App

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  1. Link your savings and investment accounts

    Connect your bank savings accounts and brokerage investment accounts, and manually add anything that does not sync automatically, like real estate or a pension.

  2. Register your liabilities

    Add what you owe too - loans, credit card installment balances, and so on - since these have to be included for the app to calculate an accurate net worth.

  3. Check your calculated net worth

    The app automatically shows your net worth - total assets minus total liabilities - as a single figure on screen.

  4. Follow the trend on a graph

    Look at your net worth recorded month over month on a graph to see whether your overall finances are trending up or down over time.

  5. Why it is useful

    A single number - assets minus liabilities - lets you track the full picture of your finances over time, something a bank balance alone cannot show you.

What your account balance alone cannot tell you

Recording your net worth consistently - savings, investments, and debt all combined - lets you see whether your overall finances are genuinely improving, not just whether one balance happens to be going up or down.

Check your credit standing alongside your net worth

Net worth captures what you own versus what you owe, but it is also worth periodically checking your credit score through your bank or a credit-monitoring app, since credit standing affects the interest rates you will be offered on any future borrowing.

Frequently Asked Questions

Do assets like real estate or a car get added in automatically?

Most apps do not sync these automatically, so you will typically need to enter and periodically update an estimated value yourself based on market prices for an accurate net worth figure.

Does the value of my investments update in real time?

It depends on whether your brokerage is linked, but values commonly refresh at least once a day rather than continuously, so there can be a small lag versus the live market price.