Skip to content

Assets Ledger

Keep track of all your assets, with purchase prices as well as current values of non FIAT assets (Gold, Silver, Crypto)

megaphone

Usage Description:

This came about from a necessity to have an assets ledger, especially when it comes to non-banking assets, like Bitcoin, and other various currencies, stored cash / gold / etc at home or in deposit boxes, etc...
This is meant to be used specifically as an asset tracker rather than a full finance tracking software (like Quicken/Quickbook, etc...). So for this reason, use the register to only enter relevant transactions to any asset purchases or sales, and add “Reconciliation” transactions to bring your source (USD) bank accounts up to date, as needed.

Requirement: You will need the CoinMarketCap pack, as well as an API key for that, to successfully bring in the Crypto
administrative-tools

Manage Displays

Hide Sensitive Data
Include Own Accounts Only
Custom Account Balances

Balances

$7,266.69

Main Assets Table, Accounts and Balances

Search
Institution
Owner
Type
URL
Account #
Routing #
Interest Rate
Location
Native Currency Weight or Balance
Currency
Exchange Rate
USD Balance
Note
Chase Bank
1
Personal Checking
3829175722
288429166
1,000.00
USD
$1.00
$1,000.00
GoldMoney
1
Holdings Account
21-52-42-U
N/A
Zurich
10.50
Oz (GOLD)
$0.00
Coinbase
2
Crypto Exchange
0.07
Bitcoin (BTC)
$26,058.21
$1,824.07
Crypto Exchange
2.50
Ethereum (ETH)
$1,777.05
$4,442.62
Ledger Live
1
Crypto Wallet
3.50
Bitcoin (BTC)
$26,058.21
$91,203.74
Cash
2
Cash
1,500.00
USD
$1.00
$1,500.00
Silver
20.00
SILVER
$0.00

Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.