Getting Started with Net Worth Insights

Net Worth Insights combines free financial calculators and learning resources with a private member dashboard. You can use many public resources without an account. Create an account when you want to save quiz results, track your net worth and cash flow, or follow your progress over time.

What you can use without signing in

Guests can:

• Use the Compound Interest Calculator, Retirement Planner, and Dollar Worth Calculator.
• Browse Financial Quizzes and answer quiz questions. You will be asked for an email address before a personalized result can be saved and displayed.
• Read the Blog, public Help Center guides, and the public Books for Success catalog. Free members unlock ranked book lists at 100 XP and Financial Action Plans at 200 XP.

See Using the Financial Calculators, Quizzes, XP, and Progress, and Books for Success and 80/20 Guides for step-by-step instructions.

Create an account

1. Select Get Started in the site navigation, or open the sign-up page.
2. On Create account, enter your email address and a password, then confirm the password.
3. Select the create-account button and follow the prompts shown on screen.

You can also sign up with Google, Microsoft, a phone number, or a passwordless email link. Choose the method that you expect to have access to in the future.

For email-based accounts, the dashboard may ask you to set up an authenticator app. Select Set Up Authenticator App, scan the QR code with a compatible authenticator app, and enter its current six-digit verification code. This protects the financial information stored in your account.

For the full setup flow and sign-in-method controls, see Account Security and Sign-In Methods.

Sign in

1. Select Sign In in the site navigation, or open the sign-in page.
2. Enter the credentials for the method you used when creating your account.
3. Complete the verification prompt, if one appears.

The sign-in page supports a password, passwordless email link, Google, Microsoft, or phone verification. Do not create a second account just because a different sign-in method is selected. If you need to add or change a sign-in method, use Security from your dashboard after signing in.

Find your way around

After sign-in, select Dashboard from the account menu. The Overview brings together:

• Your financial level and XP progress
• Net worth and projections
• Monthly cash flow
• Products available to your account
• Quiz history and recent achievements

On a desktop-sized screen, the dashboard sidebar includes Overview, Tools, My Products, My Progress, XP Rewards, My Quizzes, and Profile. Profile includes your security settings; the main user menu contains Help Center. On a smaller screen, open the navigation menu or use links from the Overview cards. The Tools page lets members switch between every financial tool without leaving the dashboard.

Continue with Your Account and Dashboard, start entering your numbers with Net Worth and Monthly Cash Flow, or choose a practical next step in Financial Action Plans.

If you get stuck

• If an email link has not arrived, check spam or junk mail and confirm that the email address was entered correctly.
• If an authenticator code is rejected, wait for the next code and try again. Codes refresh about every 30 seconds.
• If a page is still loading, refresh it after confirming that your internet connection is active.
• Use the Help Center contact option to ask a question or report instructions that do not match what you see.