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The Snapshot drill-down screen

Tap any row on the History tab to open the snapshot drill-down: a frozen-in-time view of your full financial picture on that date, with per-heading breakdowns, owner splits, and the change versus the previous snapshot.

Quick start

The Snapshot drill-down is the per-month detail view behind your history chart. The path in is a bit hidden — on the Net Worth screen's History tab, tap the pencil icon (Manage History) in the top-right to expose the snapshot list, then tap a row to open the detail view. You see what your finances looked like on that snapshot's date — not what they look like now.

History tab in Manage History mode showing the snapshot list
Tap the pencil icon to switch the History tab into Manage History mode — the snapshot list appears below the chart. Each row opens the drill-down for that month.
  • The big number at the top is the net worth recorded on that snapshot. The chip beside it shows the change versus the previous snapshot.
  • Assets and Liabilities sections list every heading with its subtotal as captured at that moment.
  • Income & Expenses summary shows the active monthly figures the snapshot captured (so you can see how those moved over time too).
  • The overflow menu (⋮) in the top-right has Edit (manual entries only) and Delete.

That's all most people need. The rest of this page covers the deeper detail you can read off a snapshot, plus when editing or deleting one is a good idea.

The rest of this guide is for users who want to get more out of the screen. If you only ever read snapshots at a glance, you can stop here — everything below is optional.

Going deeper

Reading the per-heading breakdown

Inside the Assets and Liabilities sections, every heading you had at snapshot time appears with its subtotal. This is a frozen copy — if you've since renamed a heading, hidden one, or added new ones, the drill-down still shows the headings as they were on the snapshot date. Same for asset and liability values: the numbers are the prices and balances stored at the moment the snapshot was written, not today's prices.

This is intentional. A snapshot is a historical record; if it changed every time you edited an asset, your history chart would slowly drift away from the truth.

The change chip versus the previous snapshot

The chip beside the big number compares this snapshot to the one immediately before it in your history — normally the previous month. Green and up for gains, red and down for losses. If this is your earliest snapshot the chip is hidden (nothing to compare against).

Underneath, each heading subtotal carries its own small delta chip showing how that heading moved versus the previous snapshot. Useful for answering "what actually drove the change last month?" without having to flip back and forth between two screens.

Owner splits inside the drill-down

If a heading was set to split by owner at snapshot time, the drill-down preserves that layout: a sub-heading per owner with their own subtotal, then the rows belonging to them. Owner names use the labels stored on the snapshot, so renaming an owner today doesn't rewrite history.

Assets that had no owner assigned at snapshot time fall into an Unassigned group at the bottom of the heading.

Investment NW vs Total NW on the drill-down

The drill-down respects the same toggle as the rest of the app. If you're viewing Investment NW, personal-use assets that were flagged out at snapshot time stay out. If you have Track Both Net Worths enabled, you can flip the toggle while the drill-down is open and the figures swap in place — both numbers were stored on the snapshot, so nothing is recomputed.

Snapshots written before Track Both Net Worths was turned on only carry the active figure. The inactive one is shown as — with a small footnote explaining why.

Editing a snapshot

Only manual historical entries can be edited — the kind you added yourself via Net Worth → History → Add historical entry. Automatic monthly snapshots are read-only by design (they're a record of what FirePath observed at the time; rewriting them would silently corrupt your history).

For a manual entry, the overflow menu's Edit option lets you adjust the year-month and the net-worth figure(s). Saving re-merges the entry into the snapshot series and re-renders the chart.

Deleting a snapshot

Both manual entries and automatic snapshots can be deleted from the overflow menu. There's a confirmation step — once a snapshot is gone, it's gone (unless you have a Drive backup from before the deletion).

When to delete:

  • A bad price-fetch — very rarely, an exchange returns a stale or zero price on the morning a snapshot fires, leaving a visible spike on the chart. Delete it; FirePath will write a fresh snapshot on the next price-worker tick or month rollover.
  • A duplicate manual entry — if you accidentally added two entries for the same year-month.
  • A test snapshot — you punched in a value to see how the chart would look and want to clean up.

Don't delete an automatic snapshot just because the number looks low for the month — that's history, not a bug.

Why the drill-down doesn't let you edit individual asset values

You can't tap an asset row inside the drill-down to retroactively change its price or balance. That's deliberate: a snapshot's purpose is to faithfully record what was true at the time. If you discover an asset was wrong months ago and you want to fix the historical chart, the right tool is to delete the affected snapshots and add manual entries with corrected totals — or simply leave history alone and let new, accurate snapshots accumulate going forward.

Make it yours — Settings that affect this screen

  • Track Both Net Worths — Settings → Display. Turn on before you want both figures available on every future snapshot. Existing snapshots aren't backfilled.
  • Auto-pricing — Settings → Premium. Keeps ticker-backed prices fresh between app opens, so the snapshot fired on the 1st of each month uses recent prices rather than week-old ones.
  • Add historical entry — Net Worth → History → + Add historical entry. The starting point for any manual snapshot you'll later open in the drill-down.
  • Drive auto-backup — Settings → Premium. Daily encrypted backup of your snapshot history; the safety net for "I deleted the wrong snapshot".

Questions or feedback? Email us at woohoosoftware@gmail.com