MyBelongings - Related FAQs

What items do I add in MyBelongings

MyBelongings is a place to retain valuable information about your assets that don’t fall under the categories of finance, real estate property, or collectibles like art and wine.

Many of our users keep records of their assets within their homes, such as furniture, electronics, and other important items. Some do it for insurance purposes, while some do it just to have an organized tracker of their possessions.

We offer this tool to help you track the value of the belongings you have accumulated over the years and see the percentage of the “stuff” in your overall wealth.

How do I add a new item in MyBelongings?

To add items in your MyBelongings list 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 Belongings list. 

As you can see in the image above, the first tab is about the Primary Details of the belonging you want to list down. You can list down the name, purchase date, belonging type, number of items and other details. 

Other information like its acquisition, location, 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 "Create" to add item on your MyBelongings.

How do I add items in MyBelongings by bulk and how to download its template?

To add a new items in bulk, go to MyBelongings and click the download icon as per image below:

You may download the template in uploading in bulks and you would also upload it on this portion.

What specs/details can be set per item in MyBelongings?

The MyBelongings tool allows you to be descriptive of your possessions.

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 Acquisition, Location, Attributes and Ownership.

In Acquisition, you would placed details such as how was it acquired, number of items, item price, and other information related to its acquisition.

In Location, you can also include the place where the item is stored and specific details such as what room and position. (Make sure to have Location of asset in your MyProperties for this to be searchable)

The Attributes sub-category is where you can place specific details of your items such as its weight, height, width, depth and other additional notes.

In ownership, you may indicate how many percentage is yours and your beneficiaries.

How do I delete an item in MyBelongings?

If you wish to delete an item in your MyBelongings, click "Search MyBelongings" then click the small white box on the left side of the item that you wish to delete. If you have clicked the item, item would turn blue as per image below and above it; there is a note on how many asset you have selected. 

Once clicked, the trash icon would appear as per image below. 

A confirmation pop up would appear like image below; click "Delete" to confirm.

You can also delete my clicking the specific item on "Search MyBelongings" then on the upper right hand corner of your screen, click the 3 dotted lines then choose "Delete".

A confirmation pop up would appear like image below; click "Delete" to confirm.

How do I edit an item in My Belongings

To edit an item in your MyBelongings, click "Search MyBelongings" as per image below then click item that you wish to edit.

Once item to be edited has been chosen, click the 3 dotted line on the upper right hand corner of your screen 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.

How do I add valuation to an item in MyBelongings?

To add valuation on an item in your MyBelongings, click "Search MyBelongings" as per image below then click item that you would add valuation.

Once item to be edited has been chosen, click the 3 dotted line on the upper right hand corner of your screen as per image below then click "Add Valuation".

A pop up similar to image below would appear, make sure to click "Create" to save changes.

In MyBelongings, How do I add/remove it to a group?

To add or remove your MyBelongings in a group,  click "Search MyBelongings" then click item that you wish to place or remove in a group. Once clicked, click the 3 dotted line on the upper right hand corner of your screen as per image below then click "Edit"

Once you click edit, pop up below would appear:

You may click the "X" button to remove it from a group while to add, type name of group then click "Update". 

Note: You cannot create a group using that field, you need to create the groups beforehand. 

In MyBelongings How do I group it by type?

To group it by type, click "Search MyBelongings" then click the switch beside Group it by type as per image below:

How to view MyBelongings in list view?

To have another view/perspective of your MyBelongings, go to "Search MyBelongings" and click image below for the list view of your collection.

How to view MyBelongings using filters?

To be able to filter items on your MyBelongings, go to Search MyBelongings and click image on right corner of your screen as per image below:

Once clicked, below are the options that you are able to use to filter your MyBelongings. Click the "+" button for your options.

Just place a check to be able to filter as you wish.

How to export your MyBelongings?

To export/have an excel copy your MyBelongings, go to Search MyBelongings and click image on right corner of your screen as per image below:

Once clicked click "Generate & Download".

How to import bulks on your MyBelongings and how to download bulk template?

To import a bulk file on your MyBelongings, you can click the arrow down button as per screenshot below:

Or go to "Search MyBelongings" and click red squared image below:

Either ways, you would be able to download the template to upload bulks on your MyBelongings and you may upload also on this portion.

How to relocate items by bulk in MyBelongings?

To change location of items in MyBelongings as a bulk, click "Search MyBelongings": 

Mark with check the items that you wish to change location, you would also see how may items you have checked as per image below:

Once done, click the location icon as per screenshot

Then pop up below would appear, click "Relocate" to save changes.