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Net worth column widget

View a handy breakdown of your overall Net Worth from the Dashboard with the Net Worth column widget 🙌

Net worth column pie graph widget

The Net Worth column widget has three different tabs - Assets, Net Worth, and Debt.

Include them in a single Net Worth widget or create multiple copies of the Net Worth widget, configured to show one tab each if you would prefer.

The pie graph widget will show you your net worth value as of today.

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Net worth column graph widget

Choose the column graph from the widget settings if you would like to see a visual of your Net worth over a number of months.

You can switch between viewing your overall net worth, your assets or your debt.

Hover over a specific month to see the breakdown of the figures at that point in time.

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Tip

Select See more in the top left of the widget to be taken through to the Net Worth page

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Configuring the Net worth column widget

You can play around with the configurations of the Net worth column widget to have it reflect the specific information you would like to see:

 

Configuration options for the Net worth column widget

Custom widget title

Add a custom title of your choosing

Select data to show

Choose to include the Net Worth, Assets and/or Debt tab options

Chart type

Select whether you would like your banner widget to be a pie chart or a column chart

View options

Choose to Show total, List account types and Show graph

Background

Choose between our Gradient background colours for each tab or the Plain background option.

Chart sorting behaviour

Choose to sort by balance or stick with the default order

Account select

Choose whether to Show all of your accounts, Show net worth accounts, show selected account types or Show selected accounts

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