How to Add Assets/Liabilities to Your Wealth Tracker:
Hover the leftmost sidebar and click on the Manage tab.
Click on Wealth Tracker under the Data Management section.
3. Click the 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 Save Item button to add the item
Expert tip: Click the Generate Report button to create a PDF file that you can share.
