Everything you need to track your wealth
One number. Every account. The full picture.
Complete financial picture
All your accounts, all your assets, one number. Know exactly where you stand financially at any moment.
Track every account
Connect bank accounts, investment portfolios, retirement accounts, and add manual entries for anything else.
Watch your trend
See your net worth chart over time and know whether you are building wealth month over month.
Manual accounts
Add real estate, vehicles, or any asset Plaid cannot reach. Your net worth, your rules.
What counts toward your net worth
Net worth = total assets − total liabilities. Breakfin tracks both sides automatically.
Assets
- Checking accounts
- Savings accounts
- Brokerage & investment accounts
- 401(k) & IRA retirement accounts
- Real estate (manual entry)
- Vehicles & other physical assets
Liabilities
- Credit card balances
- Mortgage loans
- Car loans
- Student loans
- Personal loans
- Lines of credit