Your net worth is just the sum of everything you own minus everything you owe. KakeiMaple builds that number from the accounts you add — so this is the first thing to do.
Add an account
Create an account for each real-world account you hold — chequing, savings, a TFSA, an investment account, your mortgage, a car loan, and so on. For each one you’ll set:
- A name you’ll recognize (e.g. “Everyday Chequing”).
- A type — asset accounts (cash, investments) add to net worth; liability accounts (mortgage, loans) subtract from it.
- A starting balance — the balance as of today is enough to begin.
Canadian registered accounts
Tax-advantaged accounts matter, so they’re first-class: track your TFSA, RRSP, and FHSA as their own accounts rather than lumping them into generic “savings.”
You don’t need everything at once
Start with two or three accounts. Net worth is useful even when it’s incomplete, and you can add the rest whenever you like.
Next
Once you have a couple of accounts, bring in some history → Import transactions.