Insights & net worth

Dashboard, Noryo Score, comparisons, net worth, projections and exports.

26 articles

• Noryo Wrapped, your annual retrospectiveOn iPhone, Noryo Wrapped gives you a financial year in review, with your spending heatmap.
• Add an asset to your wealthAdd an asset (real estate, investment, savings) to your wealth to track your net worth over time.
• Understanding the Score and Wealth TrajectoryRead your Noryo Score, its five dimensions, and relate it to the evolution of your wealth over time.
• Adding your assets and liabilitiesList what you own and what you owe to get a net worth that reflects your real situation.
• Wealth and tax FAQThe most frequent questions about wealth tracking, the Tax Pack, and the value of estimates.
• Customize your dashboardAdapt the period, the indicators, and the reading of your dashboard so it truly reflects your situation.
• Widgets, Apple Watch, and Siri shortcutsKeep an eye on your finances without opening the app: widgets on the home screen, Apple Watch, and Siri shortcuts.
• Generate your tax packPrepare your tax return with an annual summary of your income and expenses, ready to share with your accountant.
• Export your data and reportsDownload your data in the format that suits you: spreadsheet, PDF report, or accounting formats.
• FAQ: exports and statementsAvailable formats, date range, sharing: answers to frequently asked questions about Noryo exports and statements.
• FAQ: the Noryo ScoreAnswers to the most frequently asked questions about the Noryo Score, your financial health rating out of 100.
• Starting an accounting exportGenerate an export of your data in the format expected by your accountant or software, in a few steps.
• Preparing your taxes with the Tax PackHow the annual Tax Pack helps you prepare your tax return and better track your saving effort, for example on a retirement savings plan.
• Understanding your savingsHow Noryo calculates and displays your savings, your savings rate, and how to track your goals over the months.
• Reading your monthly trendsUnderstand the trends and changes shown on your dashboard, and what they really tell you about your finances.
• Frequently asked questions: wealth and projectionsQuick answers on wealth, assets, projections, and scenarios.
• Track your investmentsKeep an eye on your assets, update their value, and see their weight in your wealth.
• Dashboard and analytics: frequently asked questionsAnswers to the most common questions about the dashboard, the Noryo Score, charts, and exports.
• Cash flowCompare your income and expenses month by month to see if you are saving or dipping into your reserves.
• Your spending breakdownUnderstand where your money really goes with a breakdown of your expenses by category.
• The financial calendarVisualize your transactions, expenses, and subscription due dates day by day on a clear calendar.
• Understanding projections and scenariosAnticipate your financial trajectory and test scenarios, such as a drop in income or an unexpected expense.
• Track your wealthConsolidate your assets and liabilities, beyond your bank accounts, to track your net worth and its trajectory.
• Compare your finances year over yearMeasure your progress by comparing a period to the same period in previous years.
• The Noryo Score: your financial healthA score out of 100 that summarizes your financial health across five dimensions, along with concrete steps to improve it.
• Understanding your dashboardNet balance, monthly expenses, savings, subscriptions: deciphering the indicators and graphs on your dashboard.