Feature Requests for Mobile App

Can we add the IRA, Life insurance and HSA savings to the accounts so that networth can be adjusted

If you have an asset added, you should be able to link which loan is tied to that asset, then it can show you true net worth. If asset is worth $200k and loans are $180k then really you only have 20k in assets. Reality.. you are negative, but still.

Manual investment accounts currently appear to be treated as second-class assets: while they may contribute to net worth totals, they do not consistently surface in dashboard views, summaries, or trends alongside linked investment accounts. This creates an incomplete picture of a user’s true financial standing, particularly for users who intentionally track some investments manually. Feature request: allow manual investment accounts to fully participate in dashboard visuals, totals, and net worth summaries in the same way as linked investment accounts. This would ensure the dashboard reflects an accurate, holistic view of a user’s assets regardless of how those accounts are connected.

You should display other attributes of a ticker symbol like price and daily change in the main Net Worth view for accounts contiatining assets like stocks, mutual funds, etc.

Can we add 529s in the net worth category?

It does not make sense to add crypto balances in dollars in Net Worth. Ideally you would allow balances in BTC or ETH and calculate the dollar value dynamically.

Many homeowners carry more than one loan against the same property (e.g., primary mortgage plus HELOC or second mortgage). Currently, Rocket Money allows only one loan to be formally linked to a property asset, with additional asset-backed loans appearing separately without visual or structural association. Feature request: allow multiple asset-backed loans to be attached to a single property asset so total debt, equity, and loan-to-value can be represented accurately and intuitively in Net Worth views. This would provide a clearer, more realistic picture of home equity without requiring duplicate assets or external calculations.

Based on current spending patterns and income, provide financial projections showing estimated net worth, account balances, and spending trends for future timeframes (e.g., 3 months, 6 months, 1 year from now). This would help users see where their finances are headed and make adjustments to their spending or savings accordingly.

My net worth and investments is incomplete without being able to link Coinbase.

Have a printable report for your Net worth