Other Investments in MyFinances Summary
Welcome to MyAssets, the assets management tool designed for you.
Other investments is a place for you to be able to place your other investments that does not fit cash and banking, traditional investments, cryptocurrencies and insurance.
Many of our users has multiple investments on different financial platform whether stock, bonds or cash equivalent. 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.
You can look for Other Investments in MyFinances when you click on the icon on the left side bar. That button will bring you to the MyFinances Homepage. Click "Other Investments" among the different categories provided. The picture below is a sample of the Other Investments homepage when you have placed your own.
The homepage shows a clear picture of the value of your Other Investments side by side with your liabilities. The breakdown type of your other investments and its pie chart are also provided on this portion.
Add a new item
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.
Editing an item
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.
Deleting an item
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.