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How to Categorize Assets

Written by Jordan Allen

If you have non-residential assets such as a paid-off vehicle, you can categorize these under the manual account option.

  1. Go to the Accounts page.

2. Click on the '+' in the upper right-hand corner.

3. Click 'Add Manual Account'.

4. Click 'Investments & Retirement.'

5. Click 'Other Account'.

6. Fill out the prompts with the account name and the balance or value of the asset, and click 'Save'.

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