Overview

One key component to correctly calculating your Net Worth is factoring in Assets. Assets are the things 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. On your Dashboard, click the +Add in the Account List.
  2. Select from the provided icons or enter your bank name in the search bar.
  3. Enter the User ID and Password used to sign in to your bank's website and click Connect Bank:

Note: If your bank is not listed, try adding a manual account instead using the steps below.

Add Manual Asset Account:

  1. On your Dashboard, click the +Add in the Account List.
  2. Click Add Manually.
  3. Give your Asset Account a name.
  4. Select the account type and enter a value.
  5. Click Continue to create the Asset Account:

Simplifi will add your new Asset Account to the Account List and include the value in your Net Worth.

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