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Using Moola

Net worth

Series, periods, composition, and the per-account table.

The Net worth page is the long view: how each part of your wealth has changed over time, and which accounts drove it.

Series

Choose up to four series to draw at once:

  • Net worth — assets minus liabilities
  • Assets — everything you own
  • Liquid — cash plus investments you could sell
  • Cash, Investments, Property — each asset category on its own
  • Liabilities — everything you owe

Each series has a fixed colour, so turning one off and on again never repaints the others. If four are already on, turn one off to add another.

Periods

The same periods as Overview: intraday windows (1H, 1D, 1W) drawn from five-minute balance points, and longer ones (This month through All) drawn from daily closing balances. Hover or touch the chart to read exact values at a point in time.

Composition

Below the chart, a composition bar shows how assets are split at the end of the period, with the change in each slice over the period.

Per-account table

Every account in the workspace, with:

  • its current balance,
  • a sparkline over the selected period,
  • the change over the period in money and percent.

Sort by any column. Filter by category (cash, investments, property, liabilities), by account, and in a family workspace by member. Click an account to open it.

How history is kept

StoreGranularityKept for
Daily snapshotsOne closing balance per account per day, written whenever a balance is saved or syncedAs long as the account exists
Five-minute pointsA point each time a save or sync sees a balance move90 days

Because history is written from real balance changes, the chart starts the day you add an account. Moola does not back-fill history it never saw. Manual accounts gain a point each time you update them; linked accounts gain points from every sync.