Your personal portal is a wonderful way to keep track of all your investments (assets) and debts (liabilities) for a complete snapshot of your financial world.
To add a new wealth item, click on ‘Wealth’ in your portal and click the ‘Add item’ button on the top right of the dropdown box.
You will be directed to an "Add a wealth item" box.
Select the category of item you are adding and follow the prompts. For example, you may wish to add an investment property you have or a superannuation account.
Remember to add direct feeds for your banking, portfolios and superannuation, you must be logged in as the Pro Account owner of the file.
How do I add a new wealth item manually?
Sometimes the portal does not automatically add an institution, or a car or property that you own. In this case, you can add your wealth items manually.
All wealth items can be added manually by clicking on the ‘manually add account balance’ or ‘add manually’.
Clicking on these links will open a page that will ask you to enter details about the wealth item and the value.
Once the information is added, the wealth item will show in your list of wealth.
Note: Manually added wealth items will not update automatically - you will need to adjust their value regularly to make sure your net wealth is up to date.