Snapshots record the value of your assets and liabilities at a point in time. Taking one each month builds a history that shows your financial progress.
How snapshots work
Each snapshot captures the current value of every asset and liability you've added to JettWorth. The difference between total assets and total liabilities gives your net worth for that date.
Over time, these data points form the net worth history chart on your dashboard.
Taking a monthly snapshot
- Click Snapshot in the sidebar (or follow the prompt on your dashboard).
- You'll see all your assets and liabilities with their last recorded values pre-filled.
- Update any values that have changed since last month. Common updates include:
- Savings account balance
- Share portfolio value
- Mortgage outstanding balance
- Super balance (check your super fund app or website)
- Click Save Snapshot — though changes auto-save as you type.
Month chips
The chip row above the form shows recent months. Each chip's appearance tells you its state:
- Solid green (active) — the month you're currently editing
- Muted grey — past months you've already saved (click to view/edit)
- Primary outline (current) — the current calendar month, ready to update
- Locked — past unsaved months (Pro upgrade required to backfill)
Free-tier users can always update the current month. As each new month begins, the next chip becomes editable automatically.
Email reminders
JettWorth sends a monthly email reminder on the 1st of each month if you haven't taken a snapshot recently. Turn these off in Settings.
What if I miss a month?
No worries. Just take your next snapshot when you can. JettWorth will draw a line between the available data points. There are no penalties for gaps.
Tip: Consistency beats precision. A rough snapshot every month is far more valuable than a perfect one every six months. Trends matter more than any single number.