Track net worth, cash and super

1. Open Holdings and choose the Cash tab.
2. Select Add a bank account: give it a name, such as the bank and account, and today's balance.
3. Pick the date you have had this balance since, so your charts count it from then.
4. Whenever you check your bank, select Update balance. The change is recorded and counts in your Dashboard total.

1. Open Holdings and choose the Super tab.
2. Select Add super, choose your fund or type its name, and enter the balance from your latest statement or your fund's app.
3. Choose how often you want to be reminded to update it. It is shown as due here; nothing is emailed.

If you track the investments inside your super, or run an SMSF, set them up as a portfolio instead. See portfolios and SMSFs.

1. Open Net worth and go to Add something you own or owe.
2. Choose what it is, give it a name and enter today's value or balance.
3. Update it whenever it changes. The old value is kept, so you can see the history.

What you can add:

• You own: property, vehicle, super, something else.
• You owe: mortgage, HECS-HELP, credit card, car loan, personal loan, something else.

A bank account was added by mistake

Delete it from Cash. It and its balances come out of every past total.

Super is counted twice

Use either a fund balance or a super portfolio for the same fund, not both.

• Multiple portfolios, SMSFs and your accountant: A portfolio for each broker or person, the combined view, SMSFs and accountant access.
• Getting started with Portfoli.au: Create an account, get your first trades in, and find your way around.
• Import trades from your broker's file: Upload a CSV or Excel file, check the preview, and fix rows that can't be read.
• Email import: forward your contract notes: A private address for contract notes, how to forward them, and confirming each trade.
• All help, or the guides to investing and tax.

Still stuck? Email support@portfoli.au. New to Portfoli.au? Create a free account, with no credit card needed.