Planning: net worth, debts, and rules

The Planning menu has four tabs. Debts and rules are on the Personal plan and above.

Net Worth

Record assets (bank savings, mutual funds, gold, vehicles) and liabilities (debts). The cards at the top show Total Assets, Total Liabilities, and Net Worth (assets minus liabilities).

1. Choose Asset or Liability.
2. Fill in Name, Category, Amount, and the value date.
3. Click Add. Update the values regularly so the numbers stay right.

Debt & Receivables

1. Choose I Owe (you owe money) or a receivable (someone owes you).
2. Fill in Name, Principal (the starting amount), the remaining amount, and the due date.
3. Click Add.
4. Each time you pay an installment, click Record Payment and enter the amount. The remaining debt goes down automatically.

Category Rules

Rules fill in the category automatically from keywords in the description. For example, the word “Ride” always goes to the Transport category. Create rules for transactions that repeat often so recording is faster.

Activity History

A record of every change in the organization: who added, changed, or deleted what, and when. Useful for families sharing data.