Assets and Liabilities
You can add your assets and liabilities by using the + Add button under each section.
Alternatively, you can add assets or liabilities by selecting the Add Account button and selecting the required asset or liability option.
In the Add Account option, select from Account Type drop-down menu, enter the Account name, Bank Institution name, Account name and the Account balance. If it’s a new account, enter the balance as ‘0’.
Select the Balance Type. This affects how the amount is displayed in your net worth dashboard.
Credit balance = positive cash flow. This shows the value of resources or items that are worth money – shown in green on the dashboard.
Debit balance = negative cash flow. This shows the value of resources or items that cost money – shown in red on the dashboard
