Alto Vale IA
Alto Vale Pessoal

Dashboard › Evolution

Net worth and reserve over time: assets, debts and how many months of cost the reserve covers.

What it is for

Tracks net worth and the emergency fund, and lets you register accounts, investments and other assets.

Before you start

  • Have at least one month logged.
  • Close finished months.

Step by step

  1. Open Dashboard › Evolution.
  2. See Net worth, Liquid, Invested and Reserve coverage.
  3. Register assets under "Assets" (Checking account, Treasury bonds).
  4. Update their balance from time to time.

Every action on this screen

Emergency fund

Shows months covered against the goal. Example: 3.0 months of cost.

Net worth mix

Donut with each asset's share.

Assets

Add, edit and remove accounts and investments; an old balance triggers the notice in "Balances to check".

Monthly leftover

Chart of each closed month's remainder.

Shortcuts

  • ⌘K: go to another screen. F1: Dashboard help.

Common problems

Net worth looks lower than real. Check that all assets and properties are registered (see Assets).

See also

Screen in the app: /financas · In the app, press F1 on this screen to open this guide.

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