What items do I add in Other Investments in MyFinances?
Other investments is a place for you to be able to place your other investments that does not fit cash & banking, traditional investments, cryptocurrencies and insurance.
We offer this tool for you to be able to compile and gather all your financial investments in one place to maintain organization and be able to see if this has grown wealth or value over time.
How do I add a new item in Other Investments in MyFinances?
To add an in Other investments, click it among options below:
Click the large “+” button on the upper right corner of the screen. Once you click on the button, a pop-up window similar to the one below will appear. It will have information fields that you can use to create detailed items on your other investments.
As you can see in the image above, the first tab is about the Primary Details of the other investment that you want to list down. You may place here the other name, investment amount, investment type, and current valuation. Other optional details that you may place is your personal reference number, groups and notes.
Other information like its attributes and ownership can be placed in additional details. You may also add documents and pictures on the attachment portion.
Once done, you may click "Save and Close" to add item on your other investments.
What specs/details can be set per item in Other Investments?
The Other investments tool allows you to be descriptive of your investments.
You can also click on the Additional Details tab on the left to go to other information fields you can use to describe your item. Under that tab, you will see Attributes and Ownership.
The Attributes sub-category is where you can place details such as interest, status, maturity date, website and contact.
In ownership, you may indicate how many percentage is yours and your beneficiaries.
How do I delete an item in Other Investments?
To delete, click "Other investments" as per option below:
Once clicked, scroll down to see your other investments. To delete you can either (1) Click on other investment name as per screenshot below or (2) Click the 3 dotted line on the right side of your screen then click "View Investment".
Once you are there on the other investment that you want to delete, on the upper right hand of your screen click the 3 dotted line as per image below then click "Delete".
A confirmation pop up would appear like image below; click "Delete" to confirm.
How do I edit an item in Other Investments?
To edit, click "Other investments" as per option below:
Once clicked, scroll down to see your other investments. To edit you can either (1) Click on other investment name as per screenshot below or (2) Click the 3 dotted line on the right side of your screen the click "View Investment".
Once you are there on the other investment that you want to edit, on the upper right hand of your screen click the 3 dotted line as per image below then click "Edit".
Once edit has been done, click "Update" and you would see a pop up notification on the lower left hand of your screen once asset has been updated.