Sample data

This is an example household so you can see the tool working.

Progress

Your net worth over time. History builds automatically as you update balances.

Net Worth
$1,462,000
All time+$231K(18.8%)
Assets
$1,630,000
Liabilities
$168,000
20252026$0$250K$500K$750K$1.0M$1.3M$1.5M

Progress Points

Created automatically when you update your balances.

DateNet WorthSourceActions
Sep 21, 2026$1,462,000
Jun 21, 2026$1,433,125
Mar 21, 2026$1,404,250
Dec 21, 2025$1,375,375
Sep 21, 2025$1,346,500
Jun 21, 2025$1,317,625
Mar 21, 2025$1,288,750
Dec 21, 2024$1,259,875
Sep 21, 2024$1,231,000