Is it possible on the Net Worth tab to have mortgages split out as a separate category that reports under debt vs property value which reports under assets ? I have just put in an offline account for my mortgage under loans but I"d like to be able to see the two separately.
We are looking into improving this section.
Are there any networth tracking tools you would like to see?
I think the graphs being much better would be better. Maybe a debt to saving ratio as well as a potential mortgage calculator based on the balances of ur accounts and then being able to select/deselect accounts you want to include in the calculation
I’d love to see a nice graph that shows total debt and total assets, with the delta between them clearly visible - and hopefully increasing over time in a pleasing way!
But the main thing is more granularity / configuration of the everyday/savings/investment/net worth widget so I can choose what goes where and create new groupings. That then gives me an at-a-glance view of how I’m doing.
Also think configuration is important. I still update a spreadsheet once a month and excel gives me the flexibility to include/exclude items at will.
Yes, I was thinking separation is important here. Ideally, we would need 3 sections (debt, assets, net worth)
I think a pie chart for networth would be great to see how much is cash, investments etc. also what would be cool is to see a snapshot or video of like 6months to see how the portfolio has changed over time
I really like that idea! that would be a great way to quickly visualise where your money is!