Net worth banner column chart
The Net worth column banner widget is highly configureable to reflect the information you would like to see. From the widget settings you can choose the timeframe you would like to view, which accounts or account types you’d like to include, different view options and more!
Once on your Dashboard, you can switch between your overall net worth, your assets or your debt.
The columns will show you your net worth on the last day of each month in the past, and forecast your net worth balance in the future, based on any budgets you have set up.
Hovering over a column will show you a breakdown of the numbers and where they come from.
Net worth banner pie chart
The Net worth pie chart banner widget will show your your net worth as of today.
To have your Net worth banner widget show as a pie chart you can select this option from the widget configuration settings.
Once on your Dashboard, you can switch between your overall net worth, your assets or your debt.
Hovering over a segment will show you the value and where it comes from.
Tip
Select See more in the top left of the widget to be taken through to the Net Worth page
Configuring the net worth banner widget
You can play around with the configurations of the Net worth banner widget to have it reflect the specific information you would like to see.
Configuration options for the net worth banner widget
Custom widget title
Replace the “Your net worth” title with a name of your choosing
Select data to show
Choose to include the Net Worth, Assets and/or Debt tab options
Chart type
Select whether you would like your banner widget to be a pie chart or a column chart
View options
Choose to Show total, List account types and Show graph. Note: Unselecting the Show graph option means the widget will only show you your current net worth balances.
Background
Choose between our Gradient background colours for each tab or the Plain background option.
What date range do you want to show?
Decide on how many months past of actual balances and how many months ahead of forecast balances you would like the widget to display.
Column chart options
Choose whether to view your Net worth data in a single combined column or with separate columns for Assets and Debts
Account select
Choose whether to Show all of your accounts, Show net worth accounts, show selected account types or Show selected accounts