Accounts & Cards
What does this do?
Bank accounts, cash, investments, credit cards, loans, real estate, vehicles, and savings goals gathered in unified tabs.
How to do it
- Tap Add Asset to define checking, savings, metals, or investment accounts.
- Select physical custody vs bank custody for metals.
- Investment account values reflect their constituent holdings automatically.
- Manage physical assets and cards from their respective tabs.
Why it matters
Viewing all assets and liabilities in one place ensures your true net worth is always accurate.