Assets

What it is for

Register what you own and, if financed, the installment schedule; they feed the projection and goals.

Before you start

• Current asset value; if financed, installment amounts and due dates.

Step by step

1. Click Add asset.
2. Fill in name, type and current value (Downtown Apartment, R$ 285,000.00).
3. Tick Has financing and generate installments (360 × R$ 1,480.00).
4. Mark the paid installments.

Every action on this screen

Add asset

Window with name, type, current value, purchase value and date, and notes.

Financing

Lender, financed amount and installment generator (quantity, amount, first due date, already paid).

View installments

Lists each one; ✓ marks paid and can log it in the month.

Edit and remove

Via card buttons or right-click.

Totals

Value, outstanding balance and net on top.

Shortcuts

• ⌘K → "Assets".

Common problems

Loose financing. A financing with no asset can be linked when creating the asset.

See also

• Dashboard › Evolution
• Dashboard › Goals
• Month