Overview

One key component to correctly calculating your Net Worth is factoring in Assets. Assets are the things that you own that have monetary value, such as cars or homes. In Simplifi, Assets can be either Connected (transactions download right into Simplifi) or Manual Accounts.

Add a Connected Asset Account

  1. From the Dashboard, click on the + ADD button in the upper left.

  2. If your bank is already shown, you can click on the image to select it, or just begin typing the name of the bank into the Search bar to let Simplifi find it.

  3. Enter the User ID and Password that you use to sign in to your bank's website, then click Connect.

Note: If your bank isn't listed, you'll want to try adding a Manual Asset Account instead, using the steps below.

Add a Manual Asset Account

  1. From the Dashboard, click on the + ADD button in the upper left.

  2. Select Add manually.

  3. Enter an Account Name and select an Account Type.

  4. Enter the Value of your Asset.

  5. Click Continue when done.

Simplifi will add your new Asset Account to the Accounts List, as well as include the value in your Net Worth.

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