Net Worth Dashboard

Released in v0.1

Introduction

Description: Dashboard to view all your assets and liabilities, as well as track your monthly net worth growth

Use Case: Track user net worth growth and overview of all assets and liabilities

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User Guide

The net worth dashboard will be integrated with the app's different features, such as the money tracker and investment portfolio.

As you can see, you can view a breakdown of your assets and liabilities, your net worth ratio, and your net worth growth over time. To better understand the net worth ratio, here is a summary of what each ratio means and what is an ideal number/target to achieve:

• Liquidity Ratio -> Assets / Monthly Expenses (Ideal = 3-6 months)

• Savings Rate -> Net Cash Flow / Monthly Income (Ideal ≥ 20%)

• Debt to Asset Ratio -> Liabilities / Assets (Ideal < 50%)

• Solvency Ratio -> Net Worth / Assets (Ideal = Higher the better)

• Net Worth Invested -> Investment / Net Worth

View Assets/Liabilities

You can create new assets/liabilities, edit and even delete existing ones.

Notes:

• Net worth and ratios will be tracked and saved daily at 8 AM SGT

• All values will be localized to your base currency based on your profile's country

  • This means your investment portfolio value will be converted from USD to your base currency

  • Money Tracker, wallets and other features will assume to be in your localized base currency