This guide provides a straightforward process for updating asset details on Know Your Dosh, ensuring that customers can easily manage their financial information. By following the steps outlined, individuals can efficiently edit critical details like market prices and ownership splits, keeping their asset management accurate and up-to-date. This resource is ideal for anyone looking to enhance their financial tracking with minimal hassle.
1. Navigate to https://app.knowyourdosh.com/dashboard
2. Click “View assets”
3. Click on the Notepad icon corresponding to the ‘Asset’ you wish to edit
4. Go ahead and edit the detail you need to. Here the customer is about to edit the ‘Estimated Current Market Price’
5. The user also wants to edit the percentage split between the two co-owners
6. Once you are done making the necessary edits/changes go ahead and click “Save”
You have now successfully edited a Asset 🎉
