Easy visualization
See your net worth at a glance with a color-coded graph that charts your historical balances over time.
Tabular View
Prefer numbers over visuals? Quickly switch from graph to a sortable table view, for a clear list of all your accounts, balances, and totals.
Filtered Views
Focus on what matters by filtering specific accounts or account types, such as loans, credit cards and cash values.
Track Historical Data
Lunch Money automatically captures end-of-month balances, so you can track trends over time. You can also add historical data manually for a complete financial snapshot.
Export to CSV
Easily download your full history of net worth data and account balances in CSV format — perfect for backups, custom analysis, or personal record-keeping.
Percentage Change
Spot trends easily by viewing the percentage change from the previous month across individual accounts as well as asset and liability groups.
FAQs
How is my net worth calculated?
Your net worth = total assets - total liabilities. That means everything you own (bank accounts, investments, etc.) minus what you owe (debts, loans, credit cards, etc.). It’s worth calculating your net worth over time using a net worth tracker!
How does the Lunch Money net worth tracker work?
Lunch Money’s Net Worth Tracker captures a snapshot of your account balances at the end of every month. This includes synced accounts, manually managed accounts, and crypto portfolios. Over time, you’ll be able to see how your personal net worth changes.
Why track your net worth over time?
A one-time snapshot of your net worth can only tell you so much. But by tracking your net worth over time, you can identify trends, stay motivated, and make informed decisions, ultimately enabling you to meet both your short-term and long-term financial goals.
