Personal/Features/Net worth

One number for everything you own, your company included.

Cash, investments, property, pensions, your company and what you owe, in one total where every line says where its figure came from.

Start freePersonal is free forever.

Every line says where its figure came from.

Bank balances sync from your accounts. Investments, property, pensions and other things you own, such as vehicles and valuables, are values you enter and update yourself. Your company’s value syncs from FIQ Business.

  • Mortgage, credit cards, car finance, student loan, overdraft and buy now pay later are taken off in the same view.
  • A manual value says Updated manually, so you know which figures are yours to keep current.

Choose how your company is valued, and see the method on the line.

If your company runs on FIQ Business, its value comes across from the books. Net assets is the default, scaled to your share from the share register. Switch to a multiple or a custom value whenever you think that’s fairer.

  • Net assets, net assets multiple, revenue multiple, EBITDA multiple or a custom value, with an optional discount.
  • A director's loan with your company shows as its own line.

Watch it move, from three months to all time.

Your net worth is recorded every night, so Net worth over time fills in on its own. Look back over 3 or 6 months, the year to date, the tax year to date, 12 months, or everything.

  • The change since your last snapshot sits next to the total.
  • Download my data, in Profile, gives you a copy of what you've entered.
Coming soonHousehold mode
A combined view with a partner, choosing what you share and what stays private. It isn’t available on Personal accounts yet, so for now your net worth covers what you add yourself.

Common questions

Where do the figures come from?
Bank balances sync from your accounts. Investments, property, pensions and other things you own are values you enter and update yourself. Your company's value syncs from FIQ Business. Every line says which.
How is my company valued?
By net assets from its books by default, scaled to your share from the share register. You can switch to a net assets multiple, revenue multiple, EBITDA multiple or a custom value, and add an optional discount.
Can I see how it changes over time?
Yes. Your net worth is recorded every night, and Net worth over time shows 3 months, 6 months, the year to date, the tax year to date, 12 months or all of it.
Does it include my partner's assets?
Not yet. Household mode is coming soon. Until then, each of you can keep your own free Personal account.

Add what you own and see the total, with Personal free forever.