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Add Asset

This button, available on the Households Assets/Liabilities tab, allows you to manually add external assets that you want reflected in the Household's net worth. For example, you might add clients' homes, vehicles, or art collection.

When you click Add Asset, the Add Asset dialog lets you edit the settings on the Asset Details and Balance History tabs.

Asset Details Tab

• Choose Asset Type

• Ownership Type

• Net Worth Category

• Description

• Primary Owner

• Tax Status

Balance History Tab

• Balance As Of Date

• Value / Balance

For more information about manually adding assets, see Assets and Liabilities.

For more information about managing Households, see Learn More About Households.