Net Worth
—
Cash
Invested
Month over Month
—
Net Worth Trend
Bank
—Investments
—Income
—
Expenses
—
Net P&L
—
Spending by Category
This period
Monthly P&L
Income vs Expenses
Transactions
| Date | Description | Category | Source | Amount |
|---|
Net Worth
Historical net worth
Cash vs Invested
Side by side
Monthly Change ($)
Net worth Δ vs previous month
Cash Share %
Cash as % of total net worth
Earlier Records
Family portfolio data (2021–2023) — different account structure, included for reference
Bank
All values in USD
Investments
All values in USD
Cash Total
$0
Invested
$0
Net Worth
$0
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