Net Worth: How to view assets and liabilities sorted by owner on a net worth or balance sheet statement

  • To view a breakdown of assets and/or liabilities by owner, navigate to the Personal Finances header and click on Your Net Worth.
  • At the top right corner of the next page, click on Balance Sheet View. Then locate the drop down menu in order to select the appropriate Owner(s).
  • Below the pie charts, you will see a report generated showing columns for each owner, with expandable line items in the rows below.
  • Click on the plus sign next to a row or line item in order to see the underlying assets or liabilities.
  • Deselect or select the check boxes next to each Owner's name in order to remove or add owners' assets and liabilities to the report.

Network View by Spouse 1

networth by spouse 2