New feature: New

Your debts now come with your export

The Excel workbook and the PDF report list the debts you entered and show assets, debts and net worth.

A spreadsheet tab named Debts with a header row, three rows of debts and a total row, beside a green page marked PDF

Your export is a copy of your own data, so it should hold everything you entered. It now includes your debts.

What you get

  • In the Excel workbook, a Debts sheet with each debt's kind, description, currency, balance, balance in your base currency, interest rate and linked asset.
  • On the workbook's Overview, the Assets value, Debts and Net worth figures.
  • In the PDF report, an Assets, Debts and Net worth block on the first page and a Debts table at the end.

With no debts, the export looks exactly as it did before. Asset totals and allocation percentages stay assets only, and the net worth is the figure the dashboard shows for all of your portfolios. A debt whose currency has no exchange rate yet is listed and marked as not included, never counted as your base currency.

What it does not do

  • Importing a file does not read the Debts sheet, so debts are not imported. Add them by hand.
  • There is no history of a balance, so the export holds today's figures only.

Both files cover all of your portfolios, as before.

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Every post lands in the feed the moment it ships. Paste the address into Feedly, NetNewsWire or whichever reader you already use.

Open the feed

Stop rebuilding the spreadsheet. Start reading one number.

Connect a broker or import a file, and your whole portfolio is on one screen in the currency you actually spend.