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Net worth and Bitcoin
Net worth adds up your cashbooks, your loans and your Bitcoin in one currency.
Net worth
- Open the Net worth shortcut on Home.
- Read your Total net worth and the breakdown by currency.
Each month you open it, Folko saves a snapshot; the Monthly trend is built from those. Savings goals are left out so nothing counts twice.
Bitcoin
- Open the Bitcoin shortcut, or Profile → Bitcoin.
- Tap Add holdings, then Log transaction for each buy or sell: the date, the BTC amount and the USD amount, or Use market price on this date.
- See what you hold, your average entry price, the total invested and the unrealized gain or loss.
Power-user tips
- Cost basis uses the weighted-average method. It is not tax advice.
- Log a sell bigger than your holdings and Folko warns that a buy may be missing.
- Open Net worth once a month to keep the trend complete.
Net worth and Bitcoin are included with Max, on your own account. A cashbook owner’s plan does not cover them.
Still stuck? Email support@folko.io or see Support. A person from the Folko team will answer.