Frequently Asked Questions
General Questions
Notwerth is a comprehensive financial planning tool that helps you track your net worth, plan your budget, and project your retirement. It provides a complete picture of your financial health by consolidating all your assets and liabilities in one place.
Yes! We take security very seriously. All data is encrypted in transit and at rest. We support two-factor authentication (2FA) including authenticator apps and security keys. We never store your banking credentials - account syncing uses secure, read-only connections through Plaid.
Notwerth offers a free tier with core features including net worth tracking and budget planning. Premium features like automatic bank syncing via Plaid and advanced retirement projections are available with a paid subscription. Check our pricing page for details.
Account Management
You can add accounts manually by going to the Balance Sheet page and creating account groups (like "Checking", "Investments", etc.), then adding individual accounts within those groups. Premium users can also connect accounts automatically via Plaid for automatic updates.
You can track any type of financial account including:
- Bank accounts (checking, savings)
- Investment accounts (taxable, RRSP, TFSA, 401k, IRA)
- Real estate properties
- Mortgages and loans
- Credit cards
- Business accounts
- Vehicles and other assets
Yes! When editing an account group, you can check "Exclude from Net Worth" to remove it from liquid assets and net worth calculations. You can also assign custom "Net Worth Groups" (like "Kids" accounts) to display them separately in the sidebar.
Features
The retirement planner projects your financial situation from retirement through your life expectancy. It takes into account your budget (income and expenses), investment growth rates, inflation, and tax implications to show you how your accounts will change over time. This helps you identify if you're on track for a comfortable retirement.
Plaid is a secure service that allows you to connect your bank accounts for automatic balance updates. This saves you from manually updating account balances and ensures your net worth tracking is always current. It's a Premium feature that uses read-only access - we never have access to move money or make changes to your accounts.
Currently, all amounts are tracked in your base currency. Multi-currency support is on our roadmap for a future release.
Technical Support
Notwerth works best on modern browsers including Chrome, Firefox, Safari, and Edge. We recommend keeping your browser updated to the latest version for the best experience and security.
Go to your profile menu and select "Security" or visit /mfa/. From there, you can add authentication methods including:
- Authenticator apps (Google Authenticator, Authy)
- Email verification codes
- FIDO2/U2F security keys (YubiKey, Titan)
- Recovery codes for backup access
We'd love to hear from you! Please use our contact form to report bugs or suggest new features. We review all feedback and use it to improve Notwerth.
Still have questions?
Can't find what you're looking for? Our support team is here to help.
Contact Support