Claremont Savings Bank Online Banking User Guide

53

SimpleView Net Worth

After your accounts are linked and tagged, you can view your net worth by subtracting your debts from your checking, savings, and investment accounts. Your net worth is tracked each month, allowing you to monitor your financial progress.

A

B

C

D

Click the SimpleView tab, then click the “View Net Worth” link. A. Click the arrows to view additional years. B. Click the “Assets” or “Liabilities” links to view more details about your net worth. C. Click on a data point to view your net worth during a specific month. D. Click the Add Asset or Add Liability buttons to link an account. To link a linked asset, click the Link Account button. Go to page 24 for more information about linking an account. For more information about adding an unlinked asset or debt go to page 54.

SimpleView: Net Worth