Your Net Worth Mix feature is designed to show your money composition today and your expected money composition in the future.
Your Net Worth Mix: Today
How is my Today Net Worth Mix calculated?
All of your synced accounts are included in your composition mix. Your accounts are then categorized based on the below.
Cash Accounts
Checking
Savings
Money market
Investment Accounts
Brokerages
Retirement
Cryptocurrency
Assets
Real estate
Vehicles
Valuables
Debt Accounts
Credit cards
Mortgages
Student loans
Auto loans
Personal loans
For more information on accounts to add, please visit here.
What should my Today Net Worth Mix looks like?
This varies for everyone, but we can tell you having more cash, investments, assets are better than having a lot of debt.
Your Net Worth Mix: Future
How is my Future Net Worth Mix calculated?
We forecast the money you are expected to have in the future for cash, investments, assets, and debt. Our methodology to forecast is outlined here.
What should my Future Net Worth like?
This varies for everyone, but we can tell you having more cash, investments, assets are better than having a lot of debt.
Is my Future Net Worth Mix guaranteed?
No, all calculations are for illustrative purposes only.