ClearCheckbook Knowledge Base

ClearCheckbook Knowledge Base

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Asset Management

The Asset Management tool allows you to manage any of your assets that aren't currently tracked elsewhere in ClearCheckbook. The sum of these assets will also appear in the Net Worth gadget on the Dashboard

You can find the Asset Management tool by clicking on Tools at the top of the page, then click on the Asset Management link.
This tool is only available for ClearCheckbook Premium members.

What does the Asset Management tool do?

The Asset Management tool is where you can manage any assets that aren't otherwise being tracked in ClearCheckbook.

Any asset value from this tool is also used in the Net Worth gadget and Net Worth History report.

Add an Asset

To add a new asset, click the blue + Add New Asset button at the top of the Asset Management page. When you do, the Add an Asset form will appear.

Asset Management - Add asset form
Add asset form

The Add an Asset form has the following fields which are explained in the table below.

Field Description
Name The name of the asset
Inception Value The value of the asset when you obtained it
Inception The date you obtained the asset. This is used for the Net Worth History report
Note Optional. Any additional information you want to keep track of for this asset.

Total Asset Value

The total current value for all of your assets are shown in the green box at the top of the Asset Management tool.

Asset Management - Total asset value
Total asset value

Asset List

The asset list shows all of your assets listed in alphabetical order by asset name. The value and inception date are shown at the top right side of the asset block. Links to edit and delete the asset are in the bottom right corner.

Asset Management - Asset list
Sample asset list

Asset Value Over Time

The Value Over Time section lets you keep track of how the asset has appreciated or depreciated over the last two years. These values are used in the Net Worth History reports and the most recent value is used for the current worth of the asset.

To adjust an asset's value over time, click the icon at the bottom right corner of the asset. When clicked, a form will appear where you can enter the value of the asset for each month for the last two years.

Asset Management - Edit asset value form
Sample edit asset value over time form

Edit an Asset

To edit an asset, click on the icon at the bottom right corner of the asset you want to edit. When clicked, an edit form will appear where you can change any of the information about the asset.

Asset Management - Edit asset form
Sample edit asset form

Delete an Asset

You can delete an asset by clicking the red icon at the bottom right corner of the asset you want to remove.

Assets in the Net Worth gadget

After adding assets to this tool, the total asset value will appear in your Net Worth gadget and Net Worth History reports.

Asset Management - Net Worth Gadget
Assets being used in Net Worth gadget

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