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Viewing Net Worth on the Calendar

A look into viewing your Net Worth balances on the Calendar.

Viewing your Net Worth on the Calendar

Alternatively, you can view your past and future forecasted net worth on the Calendar by ensuring all accounts are selected and enabling Show actuals in history. Then expand the date range of the graph to suit.

Note - you may also need to adjust the date slider below the graph.

You can then hover over the graph on your preferred date to see the balance. You can also click on the balance, and the Calendar below will update to show that date.

Notion image

For more information on understanding your Net Worth in PocketSmith, please see: Net Worth in PocketSmith: An overview.

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