One key step to successfully track your finances is to record all your assets and liabilities. Within your WLTH platform, you can add your assets including home, investment properties, bank accounts, motor vehicles, shares, superannuation and contents.
The Wealth section also helps you to track your liabilities to reflect in your overall net position. With WLTH you can track you home loans, credit cards and additional loans you have.
It is important to understand how many assets and liabilities we have. The easiest way to keep track is to add them into the Wealth Section of your WLTH platform. Here is how to add them in.
Find out your net worth for an overall snapshot of your wealth by adding in wealth items!
Each week in the FinTech Five for Friday we will include a new feature to assist you to get the most out of your WLTH Digital Portfolio Manager.
If you haven't downloaded the WLTH app yet, it is available on the App Store and Google Play Store!