See how your balances change over time

A balance tells you where an account stands today. It does not tell you how it got there. This update gives every account a history, and gives your net worth more than one shape.

A balance history for every account

Paiso now records each account’s balance every day. For a checking, savings or credit card account, Paiso also works the earlier balances back from your transactions, so the history starts long before the day you added the account.

You see that history in three places:

• Account cards. Each card on the Accounts page draws a small line of its recent balance.
• The account drawer. Select More details on a card to open a full balance chart for that account.
• Transactions. The balance chart above the transaction list follows the account filter, so picking one account draws that account alone.

Net worth, three ways

The net worth chart on the Portfolio page now has three views.

• Trend draws your net worth as a line over the period you pick.
• Bars shows what you own above the zero line and what you owe below it, with your net worth drawn across them, so you can see which side moved.
• Sankey shows where you stand today: each kind of asset flows into what you owe and what is left, and a wider band means more money.

Each view is also a dashboard widget: Net Worth Trend, Net Worth Makeup and Net Worth Flow. A fourth new widget, Balances by Account Type, draws one line each for your cash, investments, cards, loans and mortgages.

Your investment activity in one list

Open Transactions, then Investments, to see every buy, sell, dividend and transfer across your investment accounts. You can filter the list by account, by kind of activity and by date, or search it by ticker or description.

Syncing you can follow

On the Advanced plan, Paiso imports from your bank for you. When you select Sync now on an account, Paiso now shows its progress under that institution and then tells you what came in, in the place where the button was.

Drawers you can resize

Every side drawer in Paiso now opens to a comfortable width, and you can drag its left edge to make it wider or narrower. Paiso remembers the width you choose.