Investments & manual assets

Track investments, property and financed assets and see them reflected in your net worth.

Investments & manual assets

Track investments, property, vehicles and other assets alongside your bank accounts so your net worth is complete.

Add a manual asset or investment

  1. Go to Investments from the main navigation.
  2. Tap Add asset, choose the type (investment account, property, vehicle, other) and enter the current value, currency and acquisition date.
  3. Optionally link a liability (for example a car loan) so Fullness shows your equity.

Financed assets

If you bought an asset with financing, the asset and loan are paired. As you make repayments, the liability decreases and your equity grows. You can record a disposal, trade-in or donation when the asset leaves your books.

Net worth impact

Manual assets and investments feed into the Net worth report and the Personal reports dashboard. Update values periodically to keep your net worth trend accurate.