The Finary Wealth tracking Widget is a helpful tool that allows you to monitor your wealth (assets) with customizable settings. Available in two formats — square and rectangular — the widget is designed for simplicity and ease of use.
💡Please note that the widget is currently only available on iOS devices.
Here’s how to get started and customize it to suit your needs :
What you can customize
The widget allows you to adjust two key parameters:
Type of wealth:
Total Worth
Net Worth
Financial Assets
Time range observed: daily, weekly, monthly, or yearly.
By tailoring these options, you can focus on the specific financial insights that matter most to you.
Refresh Interval
The widget refreshes automatically every 15 minutes. However, if you open the Finary app, it will sync and update the widget in real-time.
Step-by-Step Guide to Set Up and Customize the Widget
Follow these steps to set up and use the Finary Patrimoine Tracking Widget:
Add the Widget to Your Home Screen:
On your iOS device, access the widget menu by pressing and holding an empty area on your home screen.
Look for the Finary widget in the available options.
Choose the preferred format (square or rectangular) and place it on your home screen.
Customize the Parameters:
Long press the widget to open the settings menu.
Select the type of wealth you want to track (Brut, Net, or Financier).
Adjust the time range to your desired observation period.
Save your settings.
Check Updates:
The widget will refresh every 15 minutes by default.
For real-time updates, open the Finary app.
Troubleshooting Tips
Widget Not Updating: Ensure your internet connection is active. If the widget still does not update, open the Finary app to force a refresh.
Missing Widget: Make sure the Finary app is installed and updated to the latest version.
Customization Issues: Double-check that you have saved your settings after making adjustments.
Examples of Use
Monitor the growth of your net worth over a monthly period.
Track your financial assets daily for more granular insights.
Compare your gross and net assets over the year to understand tax impacts.
By following these steps, you can take full advantage of the Finary Wealth Tracking Widget to stay on top of your financial goals with ease.