Vylo

How do I track net worth over time?

Compare assets and debts over time, using the balance history available to Vylo.

Net Worth shows changes in the included account balances and manual values. Choose a period to see the available history.

Vylo needs seven consecutive days of net worth observations before trends unlock. Connecting a bank starts collecting those balances; it does not recreate a complete balance history from past purchases.

Why does the chart start recently?

Importing 90 days of transactions doesn’t guarantee 90 days of historical balances. A new connection or manually added asset may have much less balance history.

An empty earlier period isn’t a zero balance.

What explains a sudden jump?

A new account, an updated home value, a removed debt, or a duplicate item can change the total. Check the assets and liabilities before treating the change as income or investment performance.

On the web

  1. Open Net Worth

    Choose Net Worth in the navigation.

    Vylo on the web: Open Net Worth. The relevant control is outlined.
    Open Net WorthTap to enlarge
  2. Choose a period

    Use the range buttons above the chart. Shorter ranges make recent changes easier to inspect.

    Vylo on the web: Choose a period. The relevant control is outlined.
    Choose a periodTap to enlarge
  3. See the recorded balances

    Use View data table for the figures behind the chart. Missing earlier history is not a zero balance.

    Vylo on the web: See the recorded balances. The relevant control is outlined.
    See the recorded balancesTap to enlarge

On iPhone

  1. Open the history view

    On Net Worth, tap the Net Worth/Trends switch at the top.

    Vylo for iPhone: Open the history view. The relevant control is outlined.
    Open the history viewTap to enlarge
  2. Choose a time range

    Select a range above the chart. The line follows the balance observations Vylo has collected.

    Vylo for iPhone: Choose a time range. The relevant control is outlined.
    Choose a time rangeTap to enlarge
  3. Read the numbers

    Tap View data table below the chart to see the recorded balances.

    Vylo for iPhone: Read the numbers. The relevant control is outlined.
    Read the numbersTap to enlarge