Track Your Net Worth Monthly
Simple, beautiful net worth tracking with monthly snapshots. See your financial progress over time with custom categories and insightful visualizations.
Free tier with 12 months of history • No credit card required
Inside MonthlyWorth
Understand your net worth at a glance
MonthlyWorth keeps the spotlight on the numbers that matter. Explore monthly net worth changes, category allocations, and long-term trends without digging through spreadsheets.
- Compare your total assets, liabilities, and net worth month over month.
- Highlight the categories that moved the needle with allocation breakdowns.
- Stay accountable with a clean dashboard designed for fast monthly reviews.
Everything you need to track your wealth
Simple tools for complex finances. No transaction tracking, no bank connections — just pure net worth monitoring with beautiful insights.
- 📅 Monthly Snapshots
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Quick monthly check-ins to track your assets and liabilities. No daily transaction noise, just pure net worth visibility.
- 🏷️ Custom Categories
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Create categories for stocks, crypto, real estate, loans, and more. Organize your wealth the way that makes sense to you.
- 📊 Beautiful Visualizations
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Interactive charts showing net worth trends and allocation breakdowns. See your financial progress at a glance.
- 💡 Advanced Insights
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Premium analytics including all-time high, growth trends, category performance analysis, and liability payoff estimates. Make smarter financial decisions.
- 💱 Multi-Currency Support
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Track in USD, EUR and 150+ other currencies with proper locale formatting. Perfect for international investors and expats.
- 🔒 Privacy-First Design
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Your financial data stays private. No bank connections, no third-party integrations. Just you and your numbers.
- 📤 Export & Backup
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Download your data as CSV anytime. Your financial history is always accessible and portable.
Track your progress with advanced insights
Monitor all-time highs, growth trends, and monthly performance metrics to make informed financial decisions.
Built for individuals who value simplicity and privacy in their financial tracking
Key Concepts
Quick definitions for the words you'll see around MonthlyWorth
- Snapshot
- Your monthly check-in. Save one snapshot per month with the totals for what you own and what you owe so everything lives in a single view.
- Category
- Buckets you create for assets or liabilities—think bank accounts, savings, investments, loans, or mortgages—so your numbers stay organized.
- Net Worth
- Your money after subtracting what you owe from what you own. It's the big-picture number you check each month.
- Allocation
- How your totals are split across categories. It shows where your money lives so you can see the mix at a glance.
Simple, Transparent Pricing
Start free with all features and 12 months of history. Upgrade anytime to unlock unlimited history access.
Free
$0 /month
- Unlimited history (limited to 12 latest months)
- No access to Insights page
- All other features unlimited
No credit card required
Premium
$2 /month
Billed annually at $24 / 24 €
- Unlimited history
- Premium Insights page
- All features included
Cancel anytime
Frequently Asked Questions
Everything you need to know about MonthlyWorth
What is a monthly snapshot?
How are assets and liabilities defined?
Which currencies are supported?
Is my financial data secure and private?
Can I export my data?
Ready to track your wealth?
Join the smart way to monitor your financial progress. Start tracking today.
No credit card required • Cancel anytime