Assets

The Assets tab lists the client’s assets at the start date—before any other transactions.

Tip

Click a row to edit that asset. Click Add to add an asset. Fill Asset Name and Value, then click Save. A notification confirms success or failure.

Danger

Closing the form without clicking Save discards your changes. Always click Save when you are done.

Form fields

Asset Name – A short name for the asset (e.g. “Investment property”).

Value – The dollar amount at the start date.

The sum of all assets is used as the initial value for the cashflow calculations.

Category

Assets you add here can be chosen as Category when you add Transactions or Retirement entries. Each asset name becomes an option in those forms.