FinDash Docs ยท Reviewed 2026-08-09
Net Worth History and Trends
Use history, snapshots, and exports to review how the balance sheet changes.
Historical Values
Net Worth History tracks balance changes over time from linked accounts, manual account updates, and imported history where available. This is best used for trend review, not as a guaranteed performance calculation for every account source.
Educational Overlays
Historical views can include additional financial education series such as monthly spending, investable assets, or sustainable spending when those data points are imported or available.
Export and Audit Review
Use exports and account notes when an advisor needs a client-ready backup, a working review file, or an audit trail of important balance updates.
Limits of the View
Because accounts can come from different sources, historical values may reflect feed availability, manual update timing, or imported files. Confirm source coverage before presenting a trend as performance.
Open this guide in FinDash Docs