Examples: Checking accounts, savings accounts, money market accounts, CDs
Examples: Credit cards, charge cards, store cards, business credit cards
Examples: Mortgages, auto loans, student loans, personal loans, home equity lines
Important: If you're adding a mortgage, please visit the
Real Estate section instead.
Adding a mortgage here could result in duplication and may affect your net worth calculation.
Examples: Brokerage accounts, trading accounts, mutual funds, ETFs, individual stocks
Examples: 401(k), 403(b), Traditional IRA, Roth IRA, SEP-IRA, HSAs, 529 education savings plans, pension plans
Examples: Life insurance policies, annuities, disability insurance with cash value
Examples: Bitcoin, Ethereum, crypto exchange accounts, digital wallets, NFTs
Examples: Valuable collections, precious metals, business assets, other investments