A snapshot is a point-in-time record of what you own and what you owe. Recording them regularly is how Verdly builds your net-worth history and everything that flows from it — your trend, your stats and your milestones.

Record a snapshot

Sign in at app.verdly.io and open the Record screen.
Use the period navigator at the top to choose the period you’re recording. A filled dot means a period already has an entry.
For each category, add your holdings and type in their current values. Verdly shows the previous period’s figures in grey as a starting point, so most check-ins are a quick review and tweak.
Add a Note if you want to remember what changed this period.
Check the Summary — your Net Worth, Gross Worth and Total Debt — then select Submit.

Choosing a cadence

Your cadence lives in Settings → Profile under Recording, and can be daily, weekly, monthly or quarterly. It controls how your history is grouped and labelled — for example a monthly period reads “Mar 2024”, a quarterly one “Q1 2024”.

You can record whenever you like; Verdly groups your entries into your chosen period. There’s no need to capture everything at once — Verdly is built around intentional, periodic check-ins.

Currencies and missing rates

Each holding can be recorded in its own currency — see how multi-currency works. A holding’s currency is fixed once it has its first snapshot. If an exchange rate is temporarily unavailable, the Summary shows a “Partial (FX unavailable)” note and leaves the affected holdings out of the totals until rates return; nothing you entered is lost.

Next steps

Organise what you track in holdings and categories.
See your progress on your dashboard.
Set targets with milestones.