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Manual Accounts

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This tab is used to enter, manage or view asset or liability accounts and has similar models to common loans, security and assets for investors.

The category of accounts available are:

  • Assets:
    • Real Estate
    • Vehicle
    • Vehicle
    • Valuable(s)
    • Cash
    • Bank Account
    • Investment Account
    • Stock
    • Restricted Stock
    • Stock Option
    • Private Lending
      • Interest
      • Fully Amortizing
    • Annuities, Pensions and Social Security
    • Bond
    • Crypto Currency
  • Liabilities
    • Mortgage Loan (Fully Amortizing)
    • Auto Loan (Fully Amortizing)
    • Private Loan (Interest Only)

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