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How to add, modify or delete your Assets and Liabilities

Add, modify or delete Assets and Liabilities

Updated over a week ago

You can manage your Assets and Liabilities right from the Financial Info section of the app. Go to the menu in the top left corner of your screen then tap on Financial Info.

Once in the Financial Info section tap on Assets and Liabilities.

Here you will see any items already added. You can also add new ones tapping Add + and modify or delete the existing ones tapping Edit in the corresponding item.

To add an Asset (something you own) tap Add + and select Category, Name and Value.

To add an Liability (something you owe) tap Add + and select Category, Name and Value.

Tips & Next Steps

  • Stay on top of things: Keep your Assets and Liabilities up to date so you always have a clear picture of your situation.

  • Know your worth: The more complete your info, the better your reports will reflect your real financial picture.

If you need help, our team’s always here for you — just contact us through blue support bubble in the lower right corner of your screen.

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