What?! There’s a new version of YNAB coming? Yes. It’s YNAB 4, and it’s awesome. If you missed the announcement, you can catch it here. We talk about pricing, availability, etc.
The whole reports section got an entire revamp, and gained some great new reports to boot. In this post, I’ll highlight the Net Worth Report.
The purpose of this report is to give you an idea on your overall progress toward your goals. If your net worth is going up, that’s a good thing.
In the gray box you have all sorts of filters you can employ to get an accurate picture of your net worth. Perhaps you want to exclude certain accounts …that’s no problem at all:
As you hover over a month in the chart, you’ll see the legend change, telling you exactly what the Debts, Assets, and Net Worth is for that month:
The sidebar gives you a tabular form, with some quick red light/green light indicators on net worth movements from month to month:
You can also click the Export button and get the asset/liability/net worth break down by month in spreadsheet format:
While YNAB 3 had a Net Worth report, we believe we’ve made serious improvements to it. The exporting is cleaner, the chart is visually stunning (with subtle gradients), and the filtering is faster and more intuitive.
Enjoy this new report, especially as you see your net worth climb through diligent use of YNAB 4 (and the underlying method of budgeting right).