Net Worth in My Money Manager

Learn how to access your financial net worth dashboard and refine your view of assets and liabilities.

Jessica Cochran
10 steps
29 seconds

Ucbi

On the online banking homepage, click the options menu (three dots) in the **My Money Manager** widget.

Select **Net Worth** from the dropdown.

**Tip:** Within My Money Manager, your net worth is tracked each month, allowing you to monitor your financial progress. Net worth is the value of what you own against your debts. This gives you an accurate look at your finances.

Your current net worth is displayed here, above the graph.

Click the **View Assets & Liabilities** button to view more details about the accounts used to calculate your net worth.

Your Assets & Liabiliaties details along with your Net Worth will show in this side menu.

To return to your Net Worth graph click the arrow.

To view a net worth from a previous month, click on a specific month's data point.

Click the **Filter accounts** link to choose which accounts to include in your net worth.

Check the boxes next to the accounts you want to include in your net worth summary.

Select **Filter** to filter based on your selections.

**Tip:** By spending within your means and making payments towards debt, your net worth will continue to grow leaving you closer to achieving your financial goals.