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Add Assets/Liabilities to Your Wealth Tracker

The Wealth Tracker helps you monitor your financial health, tracking properties, investments, crypto, pensions, cash, and liabilities.

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Written by Sara Fandel
Updated this week

How to Add Assets/Liabilities to Your Wealth Tracker:

  1. Go to the "Manage" tab, and select "Wealth Tracker" under data management.

2. Click the orange ‘Add Item’ button at the top right of the screen.

3. Enter in all the necessary information for the asset/liability

  • Select the owner

  • Choose the type (Asset or Liability)

  • Select the appropriate category

  • Choose the relevant sub-category

  • Fill in the description

  • Enter the amount

  • Select the valid date

4. Once all items are filled out, select the blue 'Save Item' button to add the item

Expert tip: Click the "Generate Report" button to create a PDF.

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