Account types

Assets

Group	Types
Cash	Checking, Savings, High Yield Savings, Money Market, Cash
Investments	Brokerage, Retirement, HSA, Crypto, Trust Account, ESPP, Private Equity
Education	529 Education, Coverdell ESA
Custodial	UTMA/UGMA, Custodial Brokerage
Property	Real Estate, Vehicle, Collectibles
Future Income	Employer Pension, State Pension, Annuity
Other Assets	Other Asset, Other Liquid Asset

Liabilities

Group	Types
Credit Cards	Credit Card
Mortgages	Mortgage
Loans	Vehicle Loan, Personal Loan, Student Loan, HELOC, Business Loan
Other Liabilities	Tax Liability, Medical Debt, Family Loan, Other Liability

Net Worth Breakdown card

The Net Worth Breakdown Dashboard card shows an Assets bar and a Liabilities bar, each split by the groups above. Switch between % and amounts at the top.

Use it to see where your wealth sits at a glance: how much is in cash vs. investments vs. property, and which debts make up the most of what you owe.

Liquid vs. illiquid

Illiquid types: Real Estate, Vehicle, Collectibles, Private Equity, pensions, Annuity, and Other Asset. All other assets are liquid. The FIRE card counts only liquid assets unless you change it in the card’s settings.

Custom account types

Create one from the Account Type picker or Settings → Custom Accounts → Account Types. Give it a name, choose Asset or Liability, and for assets, whether it’s Liquid. A type can’t be deleted while an account uses it.

Pensions and annuities

Enter the lump-sum value if you have one. Otherwise, tap f(x) in the toolbar to open the Future Income Calculator, then Apply. Future Income counts toward net worth but isn’t projected.