Your Net Worth Dashboard

Overview

The Net Worth Dashboard is for anyone who wants to understand their overall financial position and whether it is improving over time.

It brings together the balances and trends from the accounts you have connected. Use it to see your current net worth, track how it changes, and identify which assets, debts, or accounts are contributing to the change.

What is Net Worth?

Your net worth is the value of everything you own minus everything you owe.

Net Worth = Assets − Debt

Assets include things you own that have financial value, such as cash, savings, investments, property, and vehicles. Debt includes your liabilities—the amounts you owe—such as credit card balances, mortgages, vehicle loans, and other loans.

To open the Net Worth Dashboard, select Net Worth from the navigation.

Questions the Net Worth Dashboard Can Answer

Use the dashboard to answer questions such as:

What is my current net worth?
Has my net worth increased or decreased?
Are my assets growing faster than my debt?
What is driving the biggest change in my net worth?
Which types of assets make up most of my wealth?
Which debts make up most of what I owe?
Which accounts are contributing most to a change?
How is my debt changing compared with my assets?

Why Check Your Net Worth?

Net worth is one way to measure your overall financial progress. Unlike an individual account balance, it considers your assets and debts together.

Checking your net worth regularly can help you:

Track long-term progress. See whether your overall financial position is improving, even when individual account balances fluctuate.
Understand what is driving change. Determine whether a change came from growing assets, declining assets, increasing debt, or debt reduction.
Spot changes that need attention. Notice rising debt, declining cash balances, or other shifts you may want to investigate.
See the effect of financial decisions. Understand how saving, investing, paying down debt, or making a major purchase affects your broader financial picture.
Prepare for financial conversations. Review your current assets and debts before meeting with a financial or tax professional.

Short-term fluctuations are normal, particularly when your net worth includes investment accounts. Checking your net worth monthly or quarterly can help you focus on your overall direction rather than reacting to daily changes.

What You’ll Find on the Dashboard

The Net Worth Dashboard is organized into several areas. Each one provides a different way to review your financial position.

Time Period and Included Accounts

Where to find it: At the top of the dashboard.

What it does: Use the time-period options to choose the period you want to review, such as one month, one year, quarter to date, or year to date.

The number of accounts currently included appears on the right. Use the three-dot menu to change which existing accounts are included in your net worth. If you need to add a new account to Quicken, select + Account.

See Including or Excluding Accounts from Net Worth

Net Worth Total and Trend Chart

Where to find it: In the main chart near the top of the dashboard.

What it does: The chart shows your current net worth or selected balance and how much it changed during the selected period.

Use the chart menu in the upper-right corner to choose what the chart shows:

Total net worth shows how your overall net worth has changed.
Assets vs. debt helps you determine whether assets, debt, or both contributed to a change.
Assets lets you explore asset types such as Cash & Checking, Savings, Brokerage, or Retirement.
Debt lets you explore debt types such as Credit Cards or Vehicle Loans.

When viewing an asset or debt type, use the view icons next to the chart menu to see the combined total or compare individual accounts.

See Exploring Changes in Net Worth

Ask AI

Where to find it: Directly below the main chart.

What it does: Select a suggested question or enter your own to receive plain-language insights based on your financial information.

Accounts

Where to find it: Below the main chart and Ask AI area.

What it does: The Accounts section organizes your included accounts by asset and debt type. Select an account group to see the balances and changes for the individual accounts in that category.

See Exploring Changes in Net Worth

Debt to Asset Ratio

Where to find it: Alongside the Accounts section.

What it does: The Debt to Asset Ratio panel compares your total debt with your total assets. It provides a quick indication of how much debt you hold relative to what you own.

See Understanding Your Debt to Asset Ratio

Breakdown

Where to find it: Below the Debt to Asset Ratio.

What it does: The Breakdown panel shows how your assets or debts are distributed across account types. Switch between Assets and Debt, and view the amounts as either dollars or percentages.

See Reviewing Your Asset and Debt Breakdown

Make Sure Your Net Worth Is Complete

Your Net Worth Dashboard is based on the accounts you choose to include. These can include:

Cash and checking accounts
Savings accounts
Brokerage and retirement accounts
Vehicles, property, and other tracked assets
Credit cards
Mortgages, vehicle loans, and other liabilities
Business asset and liability accounts in Quicken Business & Personal

If an account is excluded, it is not included in your net worth total, charts, Debt to Asset Ratio, or Breakdown panel.

Connected accounts reflect the most recently downloaded balances available to Quicken. Manually tracked assets and liabilities reflect the most recent values you entered.