1. List of assets

On the list of assets you see current existing assets.

You can:

  • Add/edit the assets

  • List transactions for the asset

  • Delete an asset

2. Add new/edit asset

2.1. Name

You can define a name for your asset.

2.2. Reference

You can define a reference your assets (e.g. bank account number). You can use alphanumeric values.

2.3. Description

You can define an additional description for your asset.

2.4. Color

You can define a color for your asset. This color will be used in lists and charts.

2.5. Use in income/expenses calculation

You can define whether an asset should be used for income/expenses calculation. If a booking on the asset should not influence your calculation (e.g. bank garanties) then set to "NO".

2.6. Online

You can set an asset online or offline. Only if an asset is online then users will see it when adding/editing transactions.

2.7. Primary

You can set an asset as primary, which will be preselected when you create a new transaction.

3. Delete an asset

Deleting an asset is only possible if it is not used for transactions.

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