#TipTuesday! Creating assets for loans
Coach Blake
Retired Coach ✭✭✭✭
It can be discouraging to see a high negative net worth amount on your dashboard. We work hard to pay down Mortgage loans, Car loans, etc. Why not track that progress? You can add assets to offset that negative balance. An asset are things that you own that have monetary value like cars or a home.
Here is how to create an asset:
Happy tracking!
For more information, click on this link!
http://help.simplifimoney.com/en/articles/3469358-how-to-add-an-asset-account
Already using asset accounts to offset your loans in Simplifi? Great! We'd love to hear what methods work best for you!
Here is how to create an asset:
From the Dashboard, click on the + ADD button in the upper left.
Select Add manually.
Enter an Account Name and select an Account Type.
Enter the Value of your Asset.
Click Continue when done.
Happy tracking!
For more information, click on this link!
http://help.simplifimoney.com/en/articles/3469358-how-to-add-an-asset-account
Already using asset accounts to offset your loans in Simplifi? Great! We'd love to hear what methods work best for you!
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Comments
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Are their plans for integration with third party sides like Zillow and KellyBlueBook to automatically track the value of common assets like cars and real estate as the values of these assets may change over time?2
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I think tracking the price of crypto currencies would be great also. I know you can track exchanges, but not all my crypto sits in an exchange.0
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Hello @Steve86 & @automotive.brew,
Thanks for the feedback!
We have some existing Idea posts surrounding the features that you both mentioned that I would definitely suggest following for any updates, as well as adding your votes and feedback to.
https://community.simplifimoney.com/discussion/452/automatic-car-value-tracking#latest
https://community.simplifimoney.com/discussion/48/add-zillow-to-track-property-value#latest
https://community.simplifimoney.com/discussion/669/cryptocurrency-support#latest
-Coach Natalie
-Coach Natalie
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Great to know thank you!1
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Hello!
Integration with Zillow is now available in Quicken Simplifi, and you can use it to effortlessly monitor and manage your real estate values. Here is our article on how to do this:
-Coach Jon
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This discussion has been closed.