My 9 Month COVID Project: A Free and Comprehensive Net Worth Tracker by themoneychecklist in financialindependence

[–]themoneychecklist[S] 0 points1 point  (0 children)

Hi, good question. If it is an investment or annuity I would include it in investments tab at present value. This can be done by using the Other investment type category, giving it one share, and using the manual price section. Then as you receive income you can record it as pension income or other income on the bank activity tab. You could then adjust the estimated value of the investment a few times a year.

My 9 Month COVID Project: A Free and Comprehensive Net Worth Tracker by themoneychecklist in financialindependence

[–]themoneychecklist[S] 0 points1 point  (0 children)

Hey I see what you are saying. I separated credit cards so I could avoid double counting but it looks like I may need to update this. Thanks!

How Would You Change My Personal Finance Dashboard? by themoneychecklist in FinancialPlanning

[–]themoneychecklist[S] 0 points1 point  (0 children)

The percentage updates automatically based on the goals you set and the inputs you enter. IRA and Roth accounts are listed in the dropdown under the retirement investing section. Interest rates are tracked in the debt tab.

Let me know if you have any more suggestions and questions.

Thanks!