Balance

A monthly snapshot of everything you own and owe. Net Worth = Assets − Liabilities. Capture it once a month to build a long-term wealth trend.

Shows the balance snapshot for the current month. Pass -p to view a specific period.

$firma show balance -p 2026-03
  Balance Sheet  2026-03

  ASSETS
    Cash                    $46,200
    Investments            $283,400
    Pension                 $11,400
    Real Estate             $10,400
    Vehicle                 $67,700
    Deposit                 $24,000

  LIABILITIES
    Credit Card              $1,100
  ──────────────────────────────────
  Assets                   $443,100
  Liabilities                $1,100
  Net Worth                $442,000

Investments are auto-filled from your portfolio when you runfirma add balance — firma reads your holdings and the current exchange rate to compute the KRW value.

Interactive wizard that walks through every asset and liability category. Existing values are shown as placeholders — press Enter to keep them. Investments (overseas stocks) are filled automatically from your portfolio.

$firma add balance
Period: 2026-04 (2026-04-30)
── ASSETS ──────────────────────────────
◆ Cash$48,000
◆ Investments ($283,400 auto)↵ keep
◆ Pension$11,600
◆ Real Estate$10,400
◆ Vehicle$66,000
◆ Deposit$24,000
── LIABILITIES ─────────────────────────
◆ Credit Card$850
◆ Loans0
Balance Sheet 2026-04
Assets$443,400
Liabilities$850
Net Worth$442,550
firma edit balance [YYYY-MM]Re-run the wizard with existing values pre-filled
firma delete balance [YYYY-MM]Delete all balance entries for a period

If no period is given, defaults to the current month. Editing re-runs the full wizard — change only the values you need to update.

Assets
CashChecking and savings accounts, cash on hand
InvestmentsOverseas stocks (auto-filled), domestic stocks, ETFs
PensionRetirement accounts, DC/IRP plans
Real EstateProperty owned at market or assessed value
VehicleCars, motorcycles at current value
DepositFixed deposits, time deposits, money market
Liabilities
Credit CardOutstanding credit card balance (not the limit)
LoansPersonal loans, auto loans, mortgage principal
MIT License