Brevizo Avis 

I freelance, so my income is inconsistent and I've got a mix of savings, some crypto, a small SEP IRA, and credit card debt that fluctuates. I wasn't sure where to put some of these. Is crypto an investment or personal property?
Is the SEP the same category as a regular retirement account?
I figured it out, but I had to guess on a couple of them. The final number seemed right. But the setup took me longer than the app probably intended, and I still don't know if I categorized everything the way they meant me to.

I put in my numbers and it showed me my net worth. Okay. Now I know. I'm not sure what I'm supposed to do with that information or why I'd come back to update it. Nothing was broken, it just didn't stick for me. Maybe I'm not the right person for this.

I've tracked my personal net worth in a Google Sheet for about six years. It worked, but every quarter I'd spend an hour reformatting things and fixing formulas that broke when I added a row. I tried Brevizo because someone in a finance forum mentioned it. Everything from the sheet transferred in about twenty minutes. Cash, brokerage, the rental property, my business equity estimate, all the debts.

The categories made sense and I didn't have to explain anything to a formula. The trend chart showed the same upward line my sheet showed, which told me the numbers were right. I still keep the old sheet as a backup. But I open Brevizo first now.