Net Worth Tracking

A balance sheet beyond your bank accounts

A household can hold cash at several banks, investments in multiple accounts, a home with a mortgage, and interests outside traditional financial institutions. Reviewing each item separately makes it harder to understand the total or notice that the same asset appears twice.

FinanceLink brings connected financial accounts and privately held assets into the same financial picture. The platform includes cash and savings balances, investment holdings, property, business information, and alternative assets, alongside mortgage and other liability tracking.

• Consolidated assets and liabilities.
• Connected financial accounts across supported institutions.
• Property values, associated mortgages, and equity.
• Business interests and alternative assets outside traditional accounts.
• Net worth and allocation reporting.

Use the overview to ask better questions

Start by checking which accounts and assets are included. Review liabilities separately, then consider the composition of the result: cash, investments, property, and other interests. A higher net worth does not automatically mean a larger cash reserve or less financial risk.

For an illustrative household with $605,000 of assets and $307,500 of liabilities, net worth is $297,500. If much of the value is in a home, the household may still need to consider how it will fund near-term expenses. This example is hypothetical, not customer data or an investment outcome.

Use the free net worth calculator to build a one-time snapshot before deciding whether connected tracking fits your needs.

Connected information still needs context

Estimated property and alternative-asset values are not guaranteed sale prices. Institution availability and the freshness of connected information can vary. Review ownership shares and records so jointly owned assets or duplicated accounts are not counted twice.

The overview supports organization and understanding; it does not replace a professional appraisal, tax return, or personalized financial advice. You can review the platform's documented protections on the security and privacy page.

Explore the rest of your financial picture

Learn more about portfolio tracking, private asset tracking, and cash-flow tracking.

Find the membership that fits your financial picture

Essential allows 8 connected financial accounts, 1 connected business, and 5 properties. Premier allows 15 connected financial accounts, 10 businesses, and 20 properties. Both plans list additional AI and Vault allowances. Review the complete membership limits and current pricing before choosing a plan.

For the underlying concepts, read how to calculate net worth and how liquid net worth differs from total wealth.