Context
Personal household contextNo organization selected
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Role OWNERTour mode
Context
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Net worth
Review account level balances and update manual values as needed.
Assets
$633,320
Liabilities
$23,920
Net worth
$609,400
Monthly net worth from account snapshots.
Primary checking
Checking
$15,420.00
Emergency savings
Savings
$28,400.00
Taxable portfolio
Investment
$124,500.00
Primary home value
Manual asset
$465,000.00
Rewards card
Credit card
$6,120.00
Auto loan
Loan
$17,800.00
Add manual assets or liabilities, then update balances.
Primary home value
Latest balance $465,000.00