How do I use the Net Worth Financial Snapshot tool?

The Net Worth Financial Snapshot tool allows you to combine and view balances from multiple accounts in one place, giving you a comprehensive view of your financial status. This tool helps you easily track and understand your financial health by providing a consolidated view of what you own (assets) and what you owe (liabilities), giving you a clear picture of your overall financial standing at a glance.

How to access the Net Worth section:
Log in to the nbkc Mobile App and select Financial Snapshot at the top of your account page. Then tap the Net Worth tab to view your financial information.

On the Net Worth tab, this will combine all your selected accounts together to show an aggregate of your available balances.

To filter which accounts you would like selected, go to the filter icon on the top left corner --> Select the accounts you want included in your net worth chart--> Select Apply.

This can include your synced accounts to include any debts or income from other accounts to add to your net worth. This personalization allows you to focus on the accounts most relevant to you.

Your Net Worth will be represented in a bar graph from either a 6 month, 9 month, or 12 month view.

You will also be able to view your assets & liabilities listed on one page per month. Assets are things you own that have financial value, such as money in your accounts, and are an important component of calculating your net worth.

Customization options:
You can favorite individual accounts by pressing the star icon next to the account. However, you cannot currently favorite or pin the net worth section to make it immediately visible when you open the app.