Visual wealth dashboard with zero setup

Start free with 12-month history. Get net worth trend charts, allocation treemaps, and month-over-month progress indicators automatically from your monthly snapshots. No manual chart building.

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No credit card required

Wealth monitoring doesn't need to be complicated. MonthlyWorth gives you a visual dashboard with net worth trends, category breakdowns, and allocation charts - all generated automatically from your monthly snapshots. No setup required beyond creating your categories. Enter your values once a month and watch your financial picture come into focus over time.

Complexity You Don't Need

Common frustrations we solve

Checking account balances across multiple apps gives no unified picture of progress
Spreadsheet charts break constantly and need manual rebuilding every month
No easy way to see whether your overall wealth is trending up or down over time

Why MonthlyWorth?

Start free - no credit card required for 12-month dashboard access
Three automated chart types update instantly after each check-in
Responsive design: monitor progress on mobile, tablet, or desktop
Premium Insights: all-time high, year-to-date growth, monthly change metrics

Key Features

Minimal features for maximum financial clarity

Net worth trend line chart showing month-over-month wealth progression
Category stacked area chart revealing how each asset and liability changes over time
Allocation treemap for a visual snapshot of where your money lives right now
Month-over-month change indicators on the dashboard for quick progress checks
Premium Insights with all-time high tracking, YTD growth, and performance metrics
Optional email reminders so you never miss a monthly data point

See MonthlyWorth in Action

A visual overview of how the app helps you track your net worth

MonthlyWorth dashboard showing current net worth and month-over-month change

MonthlyWorth category allocation and breakdown

MonthlyWorth net worth trend chart over time

MonthlyWorth detailed financial overview

How It Works

Get started in minutes

1
2-minute onboarding: set your currency and create asset/liability categories
2
Enter balances once per month via the guided check-in wizard
3
Dashboard updates instantly with trend charts and allocation breakdown
4
Review month-over-month changes and track progress toward financial goals

Your dashboard, your data, your control

Secure authentication keeps your financial dashboard private
Database-level isolation: your wealth data never mixes with others
Charts render locally in your browser - no data sent to third parties
End-to-end encryption protects dashboard data in transit and at rest
Export your full history as CSV for offline analysis anytime

Frequently Asked Questions

What charts and dashboards does MonthlyWorth provide?

Three automated chart types: a net worth trend line showing progress over months, a stacked area chart revealing category-level changes, and an allocation treemap for current balance distribution. Premium users also get all-time high and YTD growth metrics.

How do I track progress toward financial goals?

MonthlyWorth shows your net worth trend over time so you can see whether you are moving toward your goals. Month-over-month change indicators and Premium Insights (all-time high, YTD growth) give concrete progress signals.

Can I see how individual categories change over time?

Yes. The stacked area chart breaks down your total into individual asset and liability categories across all recorded months. You can spot which categories are driving growth or adding to liabilities.

Do dashboards update automatically after each check-in?

Yes. After you save a monthly snapshot, all three chart types and the dashboard summary update instantly. No manual chart building or formula maintenance required.

Ready to get started?

Join MonthlyWorth today and start tracking your net worth with privacy and control.

Start free - see your stats