Complete Help Guide

Creating Your First Account

Getting started with TrackMyNetWorth is simple:

1. Sign Up: Visit the signup page and create your account with a valid email address.
2. Verify Email: Check your email and click the verification link.
3. Complete Profile: Add your name and set a strong password.
4. Enable 2FA: For enhanced security, enable two-factor authentication in Settings → Security.

Adding Your First Financial Account

Once you're logged in, you can start tracking your finances:

1. Navigate to Accounts: Click "Accounts" in the left sidebar.
2. Click "Add Account": Use the blue button to open the form.
3. Fill in Details:
   • Account Name: Be descriptive (e.g., "Chase Checking", "Vanguard 401k")
   • Category: Choose from Cash, Bank Accounts, Investments, Real Estate, Vehicles, Crypto, or Liabilities
   • Current Value: Enter the current balance or value
   • Value Date: When this value was recorded (defaults to today)
4. Save: Click "Add Account" to save your first entry.

Understanding Your Dashboard

Your dashboard is your financial command center:

• Net Worth: Total Assets minus Total Liabilities
• Total Assets: Sum of all positive accounts
• Total Liabilities: Sum of all debts
• Account Summary: Quick overview of all your accounts

The dashboard updates in real-time as you add or modify accounts, giving you an instant view of your financial health.

Updating Your Profile

Keep your account information current:

1. Go to Settings → Profile
2. Update your name, email, or other personal information
3. Click "Save Changes" to update

Password & Security

Maintain strong account security:

• Change Password: Settings → Security → "Change Password"
• Strong Passwords: Use at least 8 characters with numbers, symbols, and mixed case
• Unique Password: Don't reuse passwords from other sites

Enabling Two-Factor Authentication (2FA)

Add an extra layer of security to your account:

1. Install an Authenticator App:
   • Google Authenticator (iOS/Android)
   • Authy (iOS/Android/Desktop)
   • 1Password or other password managers
2. Enable 2FA: Settings → Security → "Enable 2FA"
3. Scan QR Code: Use your authenticator app to scan the QR code
4. Verify Setup: Enter the 6-digit code to confirm
5. Save Recovery Codes: Store these safely for account recovery

Exporting Your Data

Your data belongs to you. Export it anytime:

1. Go to the Accounts page
2. Click the "Export CSV" dropdown
3. Choose "Export All Accounts" or "Export by Category"
4. Your data will download as a CSV file

Deleting Your Account

If you need to delete your account:

1. Export your data first (it cannot be recovered after deletion)
2. Contact support at our contact form
3. We'll process your deletion request within 48 hours
4. All data is permanently removed within 30 days

Account Types You Can Track

Understanding Net Worth Calculations

Your net worth is calculated using this simple formula:

For example:

• House worth $300,000 + Savings $50,000 + 401k $100,000 = $450,000 in assets
• Mortgage $200,000 + Car loan $15,000 = $215,000 in liabilities
• Net Worth = $450,000 - $215,000 = $235,000

Updating Account Values

Keep your tracking accurate by updating values regularly:

1. Go to the Accounts page
2. Find the account you want to update
3. Click the "Add Value" icon (plus circle)
4. Enter the new value and date
5. Add notes about why the value changed (optional)
6. Save the update

Using Account History

Track how your accounts change over time:

• Click the "History" icon (chart) next to any account
• View a timeline of all value updates
• See trends and patterns in your financial progress
• Export history data for analysis

How We Protect Your Data

• AES-256 Encryption: Bank-level encryption for all data
• HTTPS/TLS 1.3: Secure connections always
• No Bank Connections: We never ask for your bank login details
• No Data Sharing: We never sell or share your financial information
• SOC 2 Compliance: Our infrastructure meets enterprise security standards

Learn more about our security measures on our Security Center page.

Privacy-First Approach

TrackMyNetWorth is built with privacy as a core principle:

• Manual Entry Only: You control what data is stored
• No Third-Party Access: No connections to banks or financial institutions
• Local Control: You decide when and how to update your information
• Data Ownership: Your data belongs to you, always

Security Best Practices

Reporting Security Issues

If you discover a security issue or have concerns:

• Email us immediately: support@trackmynetworth.app
• Use our contact form for non-urgent matters
• We take all security reports seriously and respond quickly

Login and Access Issues

Having trouble logging in? Try these steps:

1. Password Reset: Use the "Forgot Password" link on the login page
2. Check Email: Look in your spam folder for password reset emails
3. Clear Browser Cache: Clear cookies and cached data
4. Try Another Browser: Test with Chrome, Firefox, or Safari
5. Disable Extensions: Ad blockers might interfere with login

Browser Compatibility

TrackMyNetWorth works best with modern browsers:

Keep your browser updated for the best security and performance.

Performance and Loading Issues

If the app is running slowly:

• Check Internet Connection: Ensure you have a stable connection
• Clear Browser Cache: Remove old cached files
• Close Other Tabs: Free up browser memory
• Restart Browser: Close and reopen your browser
• Try Incognito Mode: Test without extensions

Using on Mobile Devices

TrackMyNetWorth is optimized for mobile browsers:

• Mobile Safari: Works great on iPhone/iPad
• Chrome Mobile: Recommended for Android
• Add to Home Screen: Create a shortcut for quick access
• Portrait Mode: Optimized for phone screens