Net worth
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McCorkle Finance
Private financial dashboard
See the full picture.
Track debt, retirement, and net worth in one secure place.
Access is limited to approved administrators.
Private financial dashboard
Track debt, retirement, and net worth in one secure place.
Access is limited to approved administrators.
Loading your financial picture…
Ready when you are
Your finance database is empty. Import the original CSV to create accounts and historical snapshots.
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Bank accounts
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Consumer debt detail
Combined total, category totals, and every individual credit card and Consumer Loan. General Loans are excluded.
Long-term view
At a glance
Retirement outlook
Solid lines show recorded balances from your first tracked balance. Dashed lines project through age 67, with no future contributions.
Reset recalculates each rate from its first and latest nonzero recorded balances. Historical returns include the effect of contributions and do not guarantee future results.
Everything you track
What you own
Retirement, cash, and property
Cash and bank balances
Homes, vehicles, and valuables
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Refunds and statement credits
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Credits minus spend
In selected period
Unmapped descriptions
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| Date | Vendor | Description | Category | Account | Towards Max | Amount | Actions |
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| Clean vendor | Category | Descriptions | Transactions | Total spend |
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Every snapshot
Transit budget
Plan Metro North tickets and Subway rides, then follow the card balance month by month.
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Yearly summary
Totals for the selected year
Recorded card reloads
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Daily tickets
Select the boxes for each day. Open the date to edit ticket amounts.
PayGO card
Record the amount and transaction date to update the card balance.
Transaction history
Imported card activity and reloads you add, with the balance after each transaction.
| Date | Transaction | Debit | Credit | Balance |
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Pay history & projections
Regular pay and bonuses by year, with the Social Security wage base for reference.
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Annual income
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Year by year
Projected regular pay is marked with an asterisk. Year-over-year cells show the dollar change and percentage.
Paycheck history
Pay dates, people, pay types, and gross amounts.
| Date | Person | Pay type | Gross amount |
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