How do I add an item in the Dashboard?
Depending on the type of item you want, you can add an entry to the dashboard by going to the individual categories and create your entries there.
- For cash and banking accounts such as credit card, current account, loan, mortgage and savings account go to MyFinances. Traditional investments, Cryptocurrencies, Other investments and Insurance can also be placed here. Click the red “+” button and fill out the forms when prompted
- For real estate properties, go to MyProperties and click the red “+” button to add an entry.
- For artworks, wine, and other collectables, go to MyCollectables and click on the Art or Wine tabs on the navigation pane. If you have other types of collectables, select Other Collectables; click the red “+” button and fill out the forms required.
- For items that you own that are not considered collections, you may add them in MyBelongings. click the red “+” button and fill out the pop up.
Once you are done with your entries, you can go your Global Dashboard and your new entry will be automatically reflect on your overall assets and net worth.