Net Worth Dashboard
Get a complete picture of your financial health by tracking liquid assets, investments, personal property, debts, and key financial ratios.
10 calculators in this toolkit
Liquid Assets Tracker
Track and total your liquid assets including checking accounts, savings accounts, cash on hand, and emergency fund.
Invested Assets Tracker
Track and total your invested assets across brokerage accounts, retirement accounts, HSA / tax-advantaged accounts, and crypto or alternative investments.
Personal Assets Tracker
Track and total your personal (non-liquid) assets including home equity, vehicles, valuables, and other assets.
Business Interests Tracker
Estimate the value of your business interests based on overall business valuation, your ownership percentage, and any other business interests.
Short-Term Debt Tracker
Track and total your short-term debts including credit cards, personal loans, medical bills, and other obligations.
Long-Term Debt Tracker
Track and total your long-term debts including mortgage, student loans, auto loans, and other obligations.
Taxes Owed Tracker
Track and total all outstanding tax obligations including federal, state/local, property taxes, and penalties.
Debt-to-Asset Ratio Calculator
Calculate the debt-to-asset ratio as a percentage of total liabilities divided by total assets.
Liquidity Ratio Calculator
Calculate how many months of expenses your liquid assets can cover (liquidity ratio).
Solvency Ratio Calculator
Calculate the solvency ratio as (net income + depreciation) divided by total liabilities, expressed as a percentage.