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Net Worth: How to view assets and liabilities sorted by owner on a net worth or balance sheet statement

  • To view a breakdown of assets or liabilities by owner, navigate to the Current Finances > Net Worth in the left column. At the top right corner of the resulting page, click on Balance Sheet View. Then locate the drop down menu in order to select the appropriate Owner(s).
  • Below the pie charts, you will see a report generated showing columns for each owner, with expandable line items in the rows below.
  • Click on the plus sign next to a row or line item in order to see the underlying assets or liabilities.
  • Deselect or select the check boxes next to each Owner's name in order to remove or add owners' assets and liabilities to the report.