Toggle 1: Include home(s) in net worth

This toggle can be found on the Summary Tab within the Net Worth Tab. It will only appear if you have a home or mortgage linked to Truebill or added one manually.

If this toggle is OFF, your home(s) and any associated mortgages will be excluded from your Net Worth Tab, as well as from the charts you see across the three sub-tabs. This can be useful if your home/mortgage is by far the largest asset or debt you have as part of your finances. Turning the toggle OFF allows you to hone in on the other aspects of your finances that change more regularly.

Toggle 2: Include checking in net worth

This toggle can be found in the Cash Accounts section on the Assets Tab within the Net Worth Tab. If this toggle is OFF, your checking account(s) will be excluded from the Net Worth Tab, including from assets and net worth charts. This can be useful if your checking account(s) fluctuates a lot and makes it difficult to see how your other assets or net worth are changing over time.

Toggle 3: Use equity values in charts

This toggle can be found in the Assets with Loans section on the Assets Tab within the Net Worth Tab. It will only appear if you have a home or mortgage linked to Truebill or added one manually.

If this toggle is OFF, the total value of your home(s) and vehicle(s) will be included in your totals and charts. Your associated loans (i.e. mortgages and car loans) will also be included. If this toggle is ON, the equity you have in your home(s) and vehicle(s) will be used in your totals and charts on the Assets Tab. Equity = Assets - Debt. As a result, when the toggle is ON and your equity is being used in the Assets Tab, your asset-backed loans (i.e. mortgages and car loans) will be excluded from your Debt Tab.

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