Track Real Estate and Illiquid Long Term Assets
Get a better view of your finances by tracking your account data manually. A Manual Account can be used to track Real Estate, Crypto Wallets and other long term assets. A Manual Account will only be updated when you update the value or holdings. When you connect your accounts with Pocket Plan your balance, transactions and holdings are updated at least daily. This ensures that you can act on updates or activity in your account.
How to Enter a Manual Account
Entering a manual account is easy to do. You’ll want to enter the essential information to track the value over time. Remember this information will be shown on your Pocket Plan Net Worth statement.
Institution Name
Account Name
Account Subtype
Purchase Date
Account Value
How to Update a Manual Account
You’ll want to update your manual account any time there’s a significant price increase or change in value. The frequency that you update your data will be based on how necessary it is for your to have accurate values in your scenarios and Pocket Plan reports.
If you have questions or need help check out our Knowledge Base.
