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Topics
Personal · Accounts · Budgeting and Analytics

How do I add a custom asset to my total wealth view?

How do I add a custom asset?

  • Access your total wealth analytics in-app
  • Scroll to the bottom and tap 'Add new' and 'Other assets'
  • Fill in asset details (only purchase amount and date of purchase are mandatory fields)
  • Tap 'Continue'

How do I remove a custom asset?

  • Access your total wealth analytics in-app
  • Select the asset you want to remove
  • Tap 'Remove asset'

How do I edit a custom asset?

  • Access your total wealth analytics in-app
  • Select the asset you want to edit
  • Tap 'Edit asset' and edit the fields
  • Tap 'Save'

Does the value refresh periodically?

The value of your custom asset stays the same as what you entered when you added it. You can manually update it anytime:

Select the asset → 'Adjust current value' → enter the new amount → 'Confirm'