Net Worth Report
Guide 31: Net Worth Report
Track your total financial picture
Overview
Net Worth = Total Assets - Total Liabilities. This report shows your complete financial position over time, drawing from all 28 account types supported in OtterLedger — including checking, savings, investments, property, loans, and credit cards.
Running the Report
- Go to Reports → Net Worth
- Select time period
- Click Run
Report Structure
Assets
| Account | Balance |
|---|---|
| Checking | $5,000 |
| Savings | $15,000 |
| Investments | $50,000 |
| Home Value | $300,000 |
| Total Assets | $370,000 |
Liabilities
| Account | Balance |
|---|---|
| Credit Cards | $2,000 |
| Car Loan | $15,000 |
| Mortgage | $250,000 |
| Total Liabilities | $267,000 |
Net Worth: $103,000
Trend Chart
Shows net worth growth (or decline) over months/years.
Exporting & Printing
Use the Export button to save the report as PDF or CSV. Select Print Preview to review the layout before sending to a printer.
Tips
- Track monthly for motivation
- Include all assets (property, vehicles)
- Update investment values quarterly
- Celebrate growth milestones
See also: Guide 22: Investment Tracking