Editing the details of an asset
Once you have added an asset to the Net Worth page, you can edit it at any time.
- Head to the Net Worth page (Reports > Net Worth)
- Click on the name of the asset
- Update the details as necessary and click Save
Note
You can only update the value of an asset on the current date or on the original purchase/drawdown date from the Net Worth page.
In order to update the value on a different date, it's best to use the Calendar page.
This means that any changes to the value/balance of the asset will be accurately reflected on the calendar, and, ultimately, in your Net Worth graph.
For more information on managing assets in PocketSmith, please see: Managing your assets: An overview.