Updating the value of an asset from the Calendar page
There may be times when you would like to update the value of an asset on a particular date.
For example, keeping your property value up to date so that this is reflected in your Net Worth.
It's best to do this via the Calendar page.
- Head to the Calendar page
- Select the asset from the sidebar
- Navigate to the date you'd like the value change to occur on, and click the balance on that day
- Enter the new value for the asset, then click Update Balances
- The value of your asset will now be updated from that day, without altering any previous balances
Note
If you notice your current balance has not been updated, you will need to delete any blue flag budget correction events that occur between the date of the value change, and the current date.
To do this, just click on the blue flag event, and click Delete Balance
Please note that blue flag forecast adjustments are only visible when 'Show actuals in history' is unticked
Updating the value of a debt from the Calendar page
There may be times when you would like to update the value of a debt on a particular date.
It's best to do this via the Calendar page.
- Head to the Calendar page
- Select the debt from the sidebar
- Navigate to the date you'd like the value change to occur on, and click the balance on that day
- Enter the new value for the debt, then click Update Balances
- The value of your debt will now be updated from that day, without altering any previous balances
Note
If you notice your current balance has not been updated, you will need to delete any blue flag budget correction events that occur between the date of the value change, and the current date.
To do this, just click on the blue flag event, and click Delete Balance
Please note that blue flag forecast adjustments are only visible when 'Show actuals in history' is unticked
For more information on managing assets in PocketSmith, please see: Managing your assets: An overview.