Once all of your wealth items are recorded, you can produce reports to reflect the information added.
To generate a Wealth report:
- Click on “Reports” from the navigation menu.
- In the Reports area, select 'Wealth' and choose between four Wealth reports:
- Entity Report -Assets and liabilities with associated ownership
- Investment/lifestyle report - Investment/lifestyle property growth and cashflow report
- Wealth Report - Total asset and liabilities report, net worth breakdown and net worth history
Wealth Summary - Current assets and liabilities summary