- Once you’re on the “Home” page of your account, you should be able to see 3 pie graphs on the upper part of the page. The one with the green colour on the left side is your monthly income pie which consists of the summary of all your income including rentals if you have one.
- For you to add, edit or delete an asset, just go to MyFINANCIALS
- Click on Add a new Card
→ Assets → Properties/Other Assets and click “Create”
- Once you are done adding the details of your Asset/s, the total figures for your assets will reflect on your assets pie on the homepage.
- It’s important to know as well that if one of your properties is a rental property, make sure to label it as an Investment Property under the “Primary Purpose” section.
- The gross rent of this property will automatically be added to your monthly and annual income.
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