A snapshot is a point-in-time record of everything you own and everything you owe. It's the foundation of your net worth tracking.
What is a snapshot?
Think of a snapshot as a monthly financial photo. Each snapshot records the current value of all your assets and liabilities, giving you a net worth figure for that moment in time.
Over months and years, these snapshots build a history that shows your financial progress.
How to take your first snapshot
If you completed onboarding, your first snapshot was created automatically using the assets and liabilities you entered.
To take a new snapshot:
- Click Snapshot in the sidebar.
- Review the pre-filled values for each asset and liability — JettWorth carries forward the last recorded value for each item.
- Update any values that have changed (savings balance, share portfolio, mortgage outstanding, super balance).
- Click Save Snapshot. Changes auto-save as you type, but the button is there for a manual confirmation.
When should I take a snapshot?
Once a month is the sweet spot. JettWorth sends a friendly email reminder on the 1st of each month if you haven't updated yet.
Pick a consistent day — many people do it on the 1st or the last day of each month, alongside paying credit-card bills or reviewing a budget.
Tip: You don't need to track every dollar. Round to the nearest hundred if that's easier. Consistency matters more than precision.
Free-tier rollover behaviour
Free users can update the current calendar month at any time, and any month they've already saved. Backfilling past unsaved months (history before you joined) is a Pro feature — those chips show as locked. Once a new month begins, you can immediately start a snapshot for it without upgrading.
What happens after I save?
Your dashboard updates immediately to reflect the new net worth figure, and the change appears in your net worth history chart.