Strang Household · Net Worth

Strang Household · Net Worth

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Account Owner Type Value Prior snapshot

Assumptions

Values are filed by month — update whenever you like, and each account carries its last-known value forward until you enter a new one. Closing an account keeps its history but drops it to $0 from the close month onward. Household birth dates are stored and feed the Projections tab; they don't change, so they're not shown here.
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No snapshots yet

Enter account values in the Track tab and they'll chart here — net worth over time, and your asset mix by bucket.

Asset buckets over time

Asset mix by bucket

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By account
Investable buckets only, for the selected month. Each bucket's accounts share a colour, shaded light to dark. Physical assets and liabilities are reflected in the net-worth line below.

Net worth over time

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Nothing to project yet

Enter some account values in Track so there's an investable balance to grow. Projections use your invested buckets only (Non-Reg, TFSA, RRSP-LIRA, RESP) — cash, the house and the mortgage are excluded.

Retirement & withdrawals

Investable assets over time

Balance by year

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Nothing to model yet

Enter some account values in Track so there's an investable balance to grow. Scenarios build on your base plan and layer in extra savings to see how the endpoint changes.

Shares your plan from Projections — retirement ages and withdrawals set here update there too. Add extra savings below to see the effect.

Retirement & withdrawals

Extra savings recurring, monthly

One-time amount #1 lump sum, actual $

One-time amount #2 lump sum, actual $

All three savings inputs feed one blended scenario line — recurring extra savings plus up to two one-time lump sums (e.g. an inheritance or house-sale proceeds), each landing in the year you hit that age.

Investable assets over time

Balance by year

Scenario balance by year with extra savings