Viewing your Net Worth on the Dashboard

On the Dashboard, there are two great widgets to keep an eye on your net worth.

You can use the Balance graph widget to view your Net worth on a past or future date (for your forecasted net worth).

Under the widget settings, you can adjust the 'months past' and 'months ahead' to show to your liking. Ensure you have Actual balance ticked.

We also recommend ticking Zoomable to allow you to zoom in on the graph using the slider below it.

Then when using the widget, you can hover over the graph on your preferred date, and you'll see the actual balance or the forecast balance if hovering over a future date:

You can also add a net worth widget to your dashboard, where you can configure the settings to show the information you want to see.

Once added, you can toggle between the views to get a quick view of how you are tracking.

For more information on understanding your Net Worth in PocketSmith, please see: Net Worth in PocketSmith: An overview.