Help Center
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Find step-by-step guides for Net Worth Insights, its tools, and your account.
Getting Started
Getting Started with Net Worth Insights
Create a free account, sign in, and find the main tools in Net Worth Insights, including what you can use without signing in.
- What you can use without signing in
- Create an account
- Sign in
- Find your way around
Your Account and Dashboard
Navigate the member dashboard, complete or update your profile, manage sign-in methods and account security, and sign out safely.
- Open the dashboard
- Use dashboard navigation
- Complete or update your profile
- Manage account security
Account Security and Sign-In Methods
Set up two-factor authentication, connect sign-in methods, change a password, and protect your account.
- Set up two-factor authentication
- Connect another sign-in method
- Change or reset a password
- Remove a sign-in method safely
Financial Tracking
Track Net Worth and Monthly Cash Flow
Track assets and debts, build a monthly cash-flow plan, and understand the charts in your dashboard.
- Track your net worth
- Build your monthly cash-flow plan
- Keep the trackers useful
Import and Export Net Worth Data
Export Net Worth Tracker data to CSV and safely preview and merge compatible CSV data into your account.
- Export the current tracker
- Prepare a CSV for import
- Preview and apply an import
- Understand how merging works
Learning and Progress
Quizzes, XP, and Progress
Take financial quizzes, read and revisit your saved results in My Quizzes, and follow the XP, levels, achievements, and streaks you earn.
- Take a financial quiz
- Read your result
- View My Quizzes
- Follow XP, levels, and achievements
Use Financial Action Plans
Search, compare, complete, and revisit the step-by-step Financial Action Plans available to members.
- Find a useful plan
- Compare plans with several options
- Follow a plan
- Choose responsibly
Books for Success and 80/20 Guides
Search the Books for Success library, unlock the ranked Top 5 lists, open 80/20 book guides, and track which guides you have finished.
- Search the public catalog
- View the ranked Top 5 lists
- Open an 80/20 guide
- Track reading progress