Assets and property in a private account

Knowing what you own, what it cost and what it is worth now is usually spread across a folder, a spreadsheet and memory. Premium gives it a home. These areas are only in the Premium plan.

Assets and investments

1. Open the assets area and add each item with its purchase date and price.
2. Attach the invoice or the photo, so proof and entry stay together.
3. Record its location and, where it applies, its warranty.
4. Use depreciation if you need a current value rather than a purchase price.

Examples are securities, vehicles and valuables.

Real estate

1. Open the property area and add each property with its address and type.
2. Record the owner and, for a rented property, the tenants.
3. Keep the documents attached to the property: contract, plans, correspondence.
4. Use the reports to see rent, costs and vacancies over time.

The same area is what a small landlord or a property manager uses professionally. In Premium it is simply meant for what you own.