Net worth, assets & debts
Net Worth
Net Worth, assets & debts in PocketSmith
Learn how to see your total financial value based on what you own and what you owe.
Net Worth: An overview
Learn about your Net Worth in PocketSmith and how this provides an overview of your total financial position.
Managing your assets and debts: An overview
Learn how to manage and track your financial assets.
Net Worth report: Using the Net Worth report
A look into the Net Worth report.
Net Worth report: Adding an asset or debt
A quick intro into adding and asset or a debt.
Net Worth report: Viewing options
Learn about the different viewing options available on the Net Worth report.
Net Worth report: Hiding an account
How to hide an account from the Net Worth report.
Net Worth report: The Net Worth graph
Check out the Net Worth graph.
Net Worth: Frequently asked questions
Some FAQ about Net Worth in PocketSmith.
Viewing your Net Worth on the Dashboard
Check out some options for viewing your Net Worth on the Dashboard.
Viewing Net Worth on the Calendar
A look into viewing your Net Worth balances on the Calendar.
Assets
Managing your assets: An overview
An overview of assets in PocketSmith.
Adding an asset to the Net Worth report
How to an add a new asset.
Editing the details of an asset
How to edit the details of an existing asset.
Updating the value of an asset from the Calendar page
How to update the value of your asset overtime.
Manage money owed toward an asset
The options for managing money owing toward an asset.
Appreciation and depreciation settings for an asset
A look into the interest settings available for an asset.
Deleting an asset
How to delete an asset.
Tips for viewing assets on the Calendar page
Some tips when viewing your assets on the Calendar page.
Managing the buying and selling of assets in PocketSmith
Learn how to update your PocketSmith to show the buying and selling of assets, and how to manage their associated transactions 🚗🏡⛵️💰💎
Creating a transfer budget for an asset
Learn how to set up a transfer budget to forecast investments and savings.
Tracking your retirement fund in PocketSmith
Learn about the different options for adding your retirement funds and tracking contributions in PocketSmith 💰📈
Managing investment accounts in PocketSmith
Learn how to track and manage your investment accounts in PocketSmith.
Troubleshooting: Interest rate/budget events not updating asset balance
Quick tip if you notice your interest rate or budget events not updating your assets balance on the Calendar.
Debts
Managing your debts: An overview
Learn how to manage and track your financial debts.
Adding a debt to the Net Worth report
How to add a debt on the Net Worth report.
Editing the details of a debt
How to edit the details of an existing debt.
Updating the value of a debt from the Calendar page
How to update the value of your debt overtime.
Interest and depreciation settings for a debt
Check out the interest and depreciation settings for a debt in PocketSmith.
Deleting a debt
How to delete a debt.
Tracking small loans in PocketSmith
Learn how to track small loans in PocketSmith.
Creating a transfer budget for a debt
Learn how to set up a transfer budget to forecast debt repayment.
Troubleshooting: Interest rate/budget events not updating debt balance
Quick tip if you notice your interest rate or budget events not updating your debts balance on the Calendar.