Where to find it
Sidebar: Net worth, after Build and Belongings when those are on. Investments is a tab on this page. The investments page title is Investments & Retirement.
- Open Net worth. The total is assets minus debts. Search is on the page if the list is long.
- Update a value when life changes it. The dashboard can remind you when a figure is stale. A reminder is not a new valuation.
- Open the Investments tab for holdings. KiwiSaver and investment providers, when a feed is on, show balances and holdings here. They do not copy those transactions into spending.
Foreign-currency balances are converted to New Zealand dollars with a public exchange-rate table. That lookup does not include your name or account number. If a rate is missing, Settings says so on the feed row and the balance waits for the next sync.
The full provider list is on Features. Do not assume a provider is connected until it appears on your own Net worth page.
What this does not do
Net worth is a snapshot for the household. It is not a financial plan, and it does not move money. Jarful does not give financial advice.
Related
Still stuck?
Email [email protected]. Say what you clicked and what you expected. Please don’t send account numbers, passwords or bank statements.
Jarful is a budgeting tool, not a financial adviser. Nothing on this page is financial advice.