Personal Capital helps users connect accounts and see a clear picture of their financial life. One of the most powerful views in the platform is the net worth display, which combines assets and debts into a single snapshot.
Learning how to print net worth in Personal Capital makes it easy to share progress with advisors or keep a record of growth over time. The following sections break down key steps, settings, and best practices for accurate reporting.
| Feature | Description | Impact on Net Worth | Action Needed |
|---|---|---|---|
| Account Aggregation | Links banks, brokerages, and loans | Ensures all balances are included | Verify connections regularly |
| Asset Valuation | Current market value of holdings | Increases or decreases net worth | Update property and investment values if needed |
| Liabilities | Outstanding debts like mortgages and credit cards | Reduces net worth when balances fall | Confirm loan balances match statements |
| Date Range | Daily, monthly, or custom snapshots | Shows trends over time | Choose consistent reporting intervals |
Navigate to the Net Worth Dashboard
To begin, log in to Personal Capital and open the navigation panel. Select the Net Worth tab located in the main toolbar to view the full capital summary.
Here you will see a graph and summary lines that roll up all accounts. This view is the foundation for understanding how to print net worth in Personal Capital accurately.
Customize the Date Range for Reporting
Set the Timeframe
Use the date selector near the top of the dashboard to choose the period you want to capture. Pick a range that matches your goals, such as year to date or a rolling twelve-month view.
Snapshot vs Trend
For a single printed snapshot, set a specific start and end date that represent one moment in time. This prevents the graph from blending multiple periods when you export the data.
Export Data for Printing
Download Options
Click the export icon on the net worth page to download a CSV file with detailed balances. This file can be opened in a spreadsheet program and formatted for clean printing.
Manual Screenshot Method
Alternatively, capture a screenshot of the key metrics and save it as an image. This approach is useful for quick sharing but may require additional annotation for clarity.
Verify Accuracy of Net Worth Figures
Before printing, compare the displayed totals with your latest bank and investment statements. Small timing differences or pending transactions can cause mismatches.
Check that each account is categorized correctly as an asset or liability. Correcting these labels ensures that your printed net worth reflects true financial standing.
Integrate Printed Reports into Planning
Printed net worth statements work well alongside budget reviews and goal tracking. Store them in a dedicated folder or binder to monitor progress across years.
Highlight key changes, such as debt reductions or investment gains, to make future reviews faster and more focused.
Key Takeaways for Printing Net Worth
- Confirm that all accounts are linked and balances are current
- Set a consistent date range to ensure comparable snapshots
- Export data to CSV for high-quality printed reports
- Verify values against external statements to avoid errors
- Store printed records in a structured system for long-term tracking
FAQ
Reader questions
How do I include offline assets like jewelry in my printed net worth?
Add the current fair market value of jewelry and other valuables as an additional line item under assets before exporting or saving the report.
Can I print net worth from the mobile app directly?
Use the mobile app to view the dashboard, then switch to the web version to access full export options for high-quality printing.
What should I do if my net worth shows a sudden drop?
Review recent transactions and confirm that all account balances are up to date, then re-export the data to reflect the corrected figures.
How often should I update and print my net worth?
Update and print at least quarterly or whenever a major change occurs, such as paying off a large loan or making a significant investment.