How do I view my Net Worth history over time?

Head to Net Worth from your Overview dashboard.

Mobile

Your default view will be your Net Worth Breakdown. To access your Net Worth History, select History on the bar at the top of the screen. This is your overall Net Worth history including all your connected and manually added assets and liabilities. You can easily switch between your breakdown and history here.

From the Breakdown screen, you can also select your individual bank accounts and see a history of your balance as well as your transactions.

Your Superannuation, Investments and manually added assets and liabilities are also tracked. Once you click into the individual accounts it will be displayed at the top of your screen.

For your connected Superannuation and Investment accounts, you can move between Transactions and Holdings from the top menu bar.

Desktop

Your Net Worth history will be at the top of your Net Worth details page. You can see the history in your Net Worth over time.This is your overall Net Worth history including all your connected and manually added assets and liabilities. To hide this chart, select Hide chart at the top right-hand corner. After hiding you can select Show chart to view your history at any time.

Select any of your accounts and you will see your history of this individual account over time. This includes your Superannuation and Investment accounts.

To move between holdings and transaction for Superannuation and Investments you click on the word Holdings or Transactions at the top of your transactions.

NB: Net Worth is a Plus Plan feature. You can upgrade to the MoneyBrilliant Plus Plan or read more about the benefits of Plus Plan including our Money Back guarantee.