Monthly Assets: Net Worth

Monthly Assets is a simple personal asset tracker designed for people who don’t want to record every single expense.

Instead of logging every coffee, meal, or purchase, you only need a few minutes each month to update your bank accounts, cash, stocks, funds, property, and liabilities.

Then you can easily answer questions like:

• How much do I own in total?
• What is my real net worth after liabilities?
• Where is my money allocated?
• How much did my net worth change this month?
• Is my wealth actually growing over time?

Track once a month and focus on what really matters: your long-term financial progress.

【See Your Assets and Liabilities at a Glance】

Track different types of assets, including:

• Bank accounts and savings
• Cash
• Stocks
• Funds
• Property
• Other investments and assets

You can also track liabilities such as:

• Credit cards
• Mortgages
• Loans
• Other debts

Monthly Assets automatically calculates your total assets, total liabilities, and net worth, giving you a clear view of your financial position.

【No Daily Expense Tracking】

Traditional budgeting and expense-tracking apps require you to record every transaction, which can quickly become time-consuming.

Monthly Assets takes a simpler approach:

Choose a day each month and update your balances.

You don’t need to worry about how much you spent on coffee today.

Instead, focus on one more important question:

Is my net worth growing over time?

【Watch Your Wealth Grow】

Each update creates a monthly snapshot of your finances.

Over time, you can clearly see:

• How much your net worth increased or decreased each month
• How your total assets and liabilities change over time
• How much wealth you have built over a year
• How your asset allocation changes

The longer you use Monthly Assets, the more valuable your financial history becomes.

【Manage Family Wealth Together】

Create a family and invite family members to join.

Family members can view shared asset information and see the household’s total assets together.

Go beyond:

“How much money do I have?”

And start answering:

“How much wealth does our family have?”

【Simple by Design】

No accounting knowledge required.

No complicated transaction history to maintain.

Add an asset → enter the balance → update it monthly.

A complete financial check-in takes only a few minutes.

【Privacy Matters】

Financial data is deeply personal.

Monthly Assets does not collect your personal data, so you can keep your financial records simple and private.

Spend a few minutes each month recording your assets.

One year, three years, or five years from now, you’ll have a clear record of how your wealth has grown.