How To Manually Add An Asset

This guide provides a straightforward, step-by-step process for manually adding assets to your account, ensuring you can efficiently manage your bank accounts and investments. By following these instructions, you’ll be also be able to accurately input essential details like purchase price and ownership percentages for property assets. This will enhance your asset tracking and help you maintain clear records.  

2. Click “Add asset”

3. Click the “Manually” field

4. Click “Add manually”

5. Click “Please Select”

6. Click “Property” or any other asset type you think relevant

7. Click “Go”

8. Click “Pound Sterling – GBP (£)” or change it to another that is right for the asset you are adding

9. Click “Residential” or BTL/Commercial as per the type of the Property you are adding

10. Complete the “Name” field

11. Complete the “Purchase Date” field

12. Complete the “Purchase Price” field

13. Complete the “Estimated Current Market Price” field

14. Complete the “Address” field

15. Complete the “Post Code” field

16. Complete the “Notes” field

17. Select the owner(s)

18. Click “+ Add Row” if more owners are needed for the asset

19. Complete the ownership % for each owner

Select ‘Save’ and you have now successfully added an asset manually which can be viewed on the ‘Assets’ screen 🎯

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