Assets

The Assets page can be used to track non-account-based assets, such as property, vehicles, or other valuables.

Creating

To create a new asset, click on the plus icon in the top right of the Assets page. Fill out the form with a unique name for the asset.

Categorizing

Assets can be assigned a type to help group them for reporting and insights, similar to accounts. There are a set of built-in types that should cover most use cases, but you can also create custom types from the asset settings page.

Editable Fields

To edit an asset, click the edit button (pencil icon) next to the asset name. There are a few fields you can modify:

Field	Description
Name	Asset display name. Must be unique.
Purchase Date	The date you acquired the asset.
Purchase Price	The amount paid when you acquired the asset.
Sell Date	The date you sold the asset (if applicable).
Sell Price	The amount received when you sold the asset (if applicable).

Tracking value

Value information can be found on the asset detail page. Click on an asset to view its details, including a history of value entries.

Adding value entries

To add a value entry, navigate to the Add Value section, where you can input the date and value of the asset at that time.

Managing value entries

All value entries for the asset will be listed in the Value History section. You can edit or delete individual entries using the corresponding buttons next to each entry.