View all your accounts and your net worth, then tap into any account for its balance history.

Accounts and Net Worth

Accounts are grouped by type, class, or institution, with your net worth at the top.

Balances tab showing accounts grouped by type with net worth total
All accounts and net worth, grouped by type

Net worth is tracked over time too, so you can watch it trend up or down month to month.

Net worth trend chart showing net worth, assets, and liabilities over several months
Net worth trend over time

Account Insights

Tap into any account for its own Account Insights: a balance history chart alongside that account’s latest transactions.

Account Insights view for a credit card showing a balance history chart and latest transactions
Account Insights: balance history and transactions for a single account

Balance Settings

  1. Go to the Balances tab.
  2. Tap Balances in the tab bar again, then tap Settings.
Balances tab menu open, showing Settings
Tap Balances again, then Settings
Setting What it does
Group By Group accounts by Group, Type, Class, or Institution.
Column Visibility Show or hide Last Updated, Envelope Balance, and Difference.
Visibility Show or hide your Net Worth.
Account Insight Charts Show or hide the Balance History chart when you open an account.
Balance Settings panel with Group By, Column Visibility, a collapsed Visibility section, and Account Insight Charts
Balance Settings on a phone

Sections with an arrow (▸) are collapsed. Tap the section name to open it.

Column choices are remembered by the browser you set them in. If you use the app on both your phone and computer, set them on each.