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Track Your Net Worth Effortlessly
NetTrack brings all your financial accounts into one dashboard. Monitor your assets, liabilities, and investments with ease.
Click below for a step-by-step walkthrough.
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NetTrack
Michael Guay
Updated: May 10, 2025
Description
Click through a step-by-step, interactive demo walkthrough of NetTrack.
Steps
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Track Your Net Worth Effortlessly
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Select the date range to explore your financial health over time.
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Hover over dates to see how your Net Worth has changed.
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Review your total income and expenses to understand your savings rate.
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Click to add a new account for improved financial tracking.
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Link your account with Plaid for secure syncing of financial data.
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Alternatively, manually add an account for tracking without a connection.
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Enter details for your new account, sorted by asset class.
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View all assets and liabilities along with automatic allocation calculations.
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Click on a connected account for detailed insights into your finances.
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Check account balance trends over time for better understanding.
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Explore transactions linked to your accounts for clearer insights.
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Delve deeper into account details for a more comprehensive view.
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Click to see all transactions combined from every account you have.
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Access transaction details from all accounts in one easy location.
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Filter, sort, and group transactions for easier navigation through details.
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Manually add or remove transactions as needed to keep data accurate.
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Input manual transaction details for reconciliation if required.
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Review transactions needing reconciliation; these are marked for your attention.
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Select a transaction to categorize as Income, Expense, or Other.
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Marking this as Other won’t impact your Cash Flow overview.
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Click to create custom transaction rules tailored to your preferences.
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These rules will automatically categorize transactions based on your settings.
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Automatically classify all Netflix transactions as income using this rule.
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Create the custom rule to streamline how you categorize transactions.
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Manage and review existing rules to ensure optimal organization of transactions.
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Toggle between light and dark mode for your preferred viewing experience.
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Enjoy your journey with NetTrack and take control of your finances!