"Money Forward ME" now allows free members to view some asset transition and breakdown graphs

Money Forward ME has updated its service to allow free members access to certain premium features, such as asset and liability transition and breakdown graphs. This aims to empower all users to intuitively understand their financial status, making daily household finance management and future asset building easier and more proactive.
その他NQ 59/100出典:PR Times

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  • 📰 Published: April 27, 2026 at 20:00
  • 🔍 Collected: April 27, 2026 at 11:31
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Money Forward ME, a personal finance visualization service, has updated its service to allow free members to use some features previously exclusive to premium service, such as asset and liability "transition graphs" and "breakdown graphs". This update aims to support all users in intuitively grasping their asset situation and proactively moving forward with daily household finance management and future asset building more easily.

### New Features Available to Free Members

Free members can now view the following items in the "Assets" tab of the "Money Forward ME" mobile app (※1):

- "Asset and Liability Transition Graph" to visualize asset progress
The "Asset and Liability Transition Graph (stacked area chart / line chart)" on the "Assets tab" will now be viewable for a maximum period of 6 months (1 month, 3 months, 6 months) ※2. This makes it easier to feel the results of savings and changes in household finances.

- "Breakdown Graph" to understand asset balance at a glance
The "Breakdown Graph" showing the composition ratio of assets such as deposits, stocks, and points, as well as liabilities such as credit cards and housing loans, will be displayed on the "Assets tab". Since the current asset type is visualized with percentage notation, it can lead to a review towards an ideal asset balance.

- Consolidated confirmation of investment details
In the "Individual Asset Details Screen" for investment trusts and stocks, it will be possible to confirm "Day-over-day change," "Acquisition price," "Average acquisition price," "NAV (Net Asset Value)," and "Number of holdings" (※3).

For details on the newly viewable graphs and information, please also check the "Premium Service Course-Specific Feature List" on the "Money Forward ME" support site.

※1: The "Money Forward ME" WEB version service is not covered.

※2: The transition graph on the "Assets tab" viewable by free members is for a maximum of 6 months. Long-term transitions of 1 year or more, and detailed asset status, can be checked with the premium service.

※3: Transition graphs on the "Asset Type-Specific Screen" and "Individual Asset Details Screen" can be viewed with the premium service.

### Reference: Feature Comparison Table by Member (Course)

The scope of asset management features available to free members and premium members (Standard Course, Asset Building Advance Course) after this update is as follows.

### Background of This Update

With the spread of new NISA and the advancement of cashless payments, it has become common to use multiple financial services in combination, such as banks, credit cards, and securities accounts. On the other hand, it is difficult to constantly grasp "where and how much assets are" and "what the current status of assets is," which has become a hurdle to habitual household finance management and asset management. In addition, with inflation and rising prices continuing, the need for future investment and money management is increasing. Against this background, we carried out this update, hoping that more people would experience the features that allow visual perception of asset fluctuations and balance. "Money Forward ME" will continue to improve its services to resolve users' financial anxieties and help them choose a life that suits them.

### About Money Forward ME, the personal finance visualization service

"Money Forward ME" is a personal finance visualization service that anyone can easily continue to use. It automatically aggregates your bank accounts, securities accounts, and credit cards in use, and automatically creates a household budget book. By centrally managing household finances and assets, and understanding your money flow and current asset status, it supports the first step to eliminating financial anxieties.

- Service URL: https://moneyforward.com/me

### About Money Forward Home Co., Ltd.

Name: Money Forward Home Co., Ltd.

Location: msb Tamachi Station Tower S 21F, 3-1-21 Shibaura, Minato-ku, Tokyo

Representative: Naoya Kanesaka, Representative Director and President

Established: August 2024

Business Description: Development and provision of services for individual users such as PFM.

URL: https://corp.hm.moneyforward.com/

- Main Service:
Personal finance visualization service "Money Forward ME" https://moneyforward.com/me

*Company names and product/service names (including logo marks, etc.) mentioned are trademarks or registered trademarks of their respective rights holders.