Assets minus liabilities, with a 6-month trend
WIMM rolls up every account — checking, savings, investments, credit cards, and loans — into a single net-worth number you can watch grow month over month.
Every account, one number
Checking, savings, and investment balances count as assets. Credit cards, auto loans, mortgages, and personal loans count as liabilities. WIMM does the math so you don't have to spreadsheet it yourself.
6-month trend chart
Each month's snapshot is plotted so you can see whether your net worth is climbing or stagnant. The chart updates the moment a balance changes — no manual data entry.
Per-type breakdown
Drill in by account type to see what's driving the number. Mortgage paid down by $1,800 this month? It shows. New investment contribution? It shows. Credit-card balance creeping up? It shows.
Frequently asked questions
Where does the data come from?
Your existing WIMM accounts. If you have Plaid connected, balances refresh automatically. Manual accounts use whatever balance you most recently entered.
How are credit-card balances handled?
Credit balances are stored as negative numbers in WIMM. The Net Worth view takes the absolute value and counts them as liabilities, so a card you owe $1,200 on subtracts $1,200 from your net worth.
Can I see net worth further back than 6 months?
The default chart shows 6 months. We're considering a 12-month and all-time toggle if there's demand.
Try Net Worth today
The demo includes this feature with realistic data. No signup required.