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Net Worth

Shows net worth over time as a line or area chart by combining selected asset and liability accounts.

Example

Example Use Cases​

  • Track overall net worth across months or years
  • See how assets and liabilities together move after major purchases or payments
  • Watch the average net worth over a selected period with an average line

Settings​

  • Asset accounts - Chooses which asset accounts are included in net worth.
  • Liability accounts - Chooses which liability accounts are subtracted when calculating net worth.
  • Use global commodity - When on, the chart uses the commodity set for the page. When off, you pick a commodity for this widget.
    • Commodity - The commodity used to express balances. Shown only when Use global commodity is off.
  • Use global date - When on, the chart follows the date set for the page. When off, you can set a date for this widget.
    • Date - The date range used for the chart. Shown only when Use global date is off.
  • Filter by description - Limits the chart to postings whose description matches the text you enter.
  • Filter by tags - Limits the chart to postings that match the selected tags.
  • Advanced expression - An optional hledger advanced expression for more precise control over which postings are included.
  • Pricing - Controls how amounts are converted when pricing is needed.
    • Price Evaluation Time - Chooses when market prices are applied for conversion.
    • Infer market prices - When on, missing prices may be inferred from other available price information.
  • Chart - Options that change how the line or area chart looks and behaves.
    • Chart type - Chooses whether net worth is drawn as a line chart or an area chart.
    • Smooth - Rounds the line paths so the chart looks smoother.
    • Show symbol - Shows markers on each data point along the line.
    • Inverse Y axis - Flips the value axis so higher and lower values switch places on the chart.
    • Auto scale to fit - Adjusts the value axis so the series fit the available space.
    • Show average line - Draws a line for the average net worth across the timeline.
    • Color palette - Shifts which colors are used for the series.