Net Worth Tracker

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Upload Your Financial Data

📊 Click to upload or drag & drop your CSV file
All data is processed locally in your browser. No data is sent to any server.
Supports CSV files up to 10MB

📋 CSV Format Guidelines

  • Date Format: Use YYYY-MM-DD format (e.g., 2024-01-15)
  • Assets: Use positive numbers (checking, savings, investments, etc.)
  • Liabilities: Use negative numbers (credit cards, loans, etc.)
  • Headers: Include descriptive column names in the first row
  • Auto-detection: Positive values → Assets, Negative values → Liabilities
  • Retirement: Accounts with keywords like "401k", "IRA", "retirement" auto-detected
  • Totals: Columns with "total" or "sum" in name will be ignored to prevent double-counting

Configure Your Data Columns

Review the auto-detected settings and make any necessary adjustments:

💰 Net Worth Over Time
🏦 Retirement Account Balance
📈 Current Assets Breakdown
📊 Assets vs Liabilities Trend
📈 Asset Composition Trends
📉 Current Liabilities Breakdown