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Assets

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

Creating an asset​

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.

Editing an asset​

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

  • Name: This is the display name of the asset. Must be unique.
  • Purchase Date: The date you acquired the asset.
  • Purchase Price: The price you paid for the asset when you acquired it.
  • Sell Date: The date you sold the asset (if applicable).
  • Sell Price: The price you sold the asset for (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.