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Tips for viewing assets on the Calendar page

Some tips when viewing your assets on the Calendar page.

Tips for viewing assets on the Calendar page

You can view your assets on the Calendar page by clicking on their name under the Other Assets and Debts section of the left menu.

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Viewing the consolidated balance of an asset and it's linked debt or debt account on the Calendar and forecast graph

You can also choose to view the value of the asset minus the debt / debt account on the Calendar and forecast graph.

This is useful for viewing changes to the value of your stake in the asset over time, including forecasting into the future.

An asset with an Associated debt:

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An asset with a Linked debt account:

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You can deselect the linked account or associated debt as needed, the Calendar and graph will update accordingly.



For more information on managing assets in PocketSmith, please see: Managing your assets: An overview.

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