WorthSafe User Manual

Everything you need to track what you own, what you owe, and how it changes over time. Start at the top if you are new — each topic stands on its own.

Topics

• Getting startedSet up your profile, base currency, and app lock — and add your first few records.
• The DashboardWhat net worth, liquid net worth, and the excluded total each mean.
• Adding assetsThe eight categories, what to fill in, and what you can safely skip.
• Adding liabilitiesLoans, cards and mortgages — and how linking them to an asset changes your totals.
• Keeping values currentQuick Update, single-asset updates, and how to record a past month-end.
• Foreign currencyBase currency, exchange rates, and recording a historical rate.
• ReportsAll eleven reports, the as-of date, and how to share or print them.
• People, owners and nomineesJoint ownership, nominees, and why the app asks for names.
• Insurance, documents and locationsPolicies, scanned paperwork, and where things are physically kept.
• RemindersUpdate nudges and expiry alerts, and why they are per-device.
• Security and privacyApp Lock, iCloud sync, and what leaves your device.
• Free plan and subscriptionThe ten-item limit, what a subscription adds, and what happens if it lapses.
• Getting the most out of WorthSafeHabits that turn a list of accounts into a picture of your progress.
• Questions and troubleshootingCommon problems and what to do about them.

WorthSafe User Manual · Your data stays on your devices and in your own iCloud.