The category lets you document your personal assets. In the event
of something unexpected, you may be the only one with knowledge of important assets
and income that should be managed. Items in this category include property, vehicles,
land, valuables and regular income such as social security.
You can filter the table information by sub-category, by using the context bar droplist.
Below is an example of the context bar. Click on the label to display the list of
sub-categories. Choose a sub-category to see only those entries. Click the All...
item (the first item) to see all the table entries.
Table Information
Column
Description
Category
The sub-category for grouping information. Use the context bar to filter
by a sub-category.
Name
A reference Name for this asset.
Value
The value or approximate value associated with this asset. For income assets, this is
the expected dollar amount. For physical assets this would be the approximate value.
Contact Reference
To associate a Contact with the asset, select the appropriate Contact
name from the droplist. You can add additional contacts by using the
Contacts Manager.
Account Reference
To associate an Account with the asset, select the appropriate Account
name from the droplist. You can add additional accounts by using the Debts Managers
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