Built beyond bank balances
Net worth is not only checking and savings. Tablewealth can include holdings, real estate, private assets, debts, loans, and imports.
Solution
Net Worth Tracking Built for Complex Financial Lives
Track net worth across connected accounts, brokerage holdings, manual assets, liabilities, real estate, private investments, and spreadsheet workflows.
Built for Households, investors, and spreadsheet users who need one reliable picture of assets, debts, holdings, and manual records.
Reconcile when numbers look wrong
Use account inclusion, hidden records, stale connections, debt signs, and manual values to understand why totals changed.
Use benchmarks without losing context
Compare against age-based benchmarks, then track your actual household numbers inside a living workspace.
How it works
A practical workflow, not a generic dashboard.
1
Connect the accounts that update automatically
Link banks, brokerage accounts, credit cards, loans, and other supported sources to keep balances and holdings current.
2
Add manual and imported records
Bring in real estate, vehicles, private investments, loans, collectibles, historical statements, and imported investment records.
3
Review net worth across views
Use the native dashboard, spreadsheet sync, app-store tools, custom reports, and API responses to understand the full balance sheet.
What you can do
Use Tablewealth for the work behind the number.
Household balance sheet
See assets, debts, cash, investments, property, private assets, and manual records in one workspace.
Investment-heavy net worth
Include brokerage holdings, cash-equivalent positions, allocation context, and imported investment records.
Spreadsheet net worth model
Sync the underlying data into a workbook when your model needs custom categories, charts, or household planning tabs.
Try Tablewealth
Start with the workflow. Keep the data layer.
Connect your accounts once, then use the same financial workspace in the native app, live spreadsheets, installed apps, APIs, or AI-assisted tools.
FAQ
Common questions
What should a net worth tracker include?
A useful net worth tracker should include assets, debts, investment holdings, manual assets, real estate, loans, private investments, and enough history to explain changes over time.
Can Tablewealth track manual assets and liabilities?
Yes. Manual assets and liabilities are first-class records for real estate, vehicles, valuables, loans, private investments, and other values that do not sync automatically.
Can I compare my net worth by age?
Yes. Tablewealth has a free public net worth benchmark calculator, and signed-in users can track their own connected net worth over time.