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Assets Ledger
Assets Ledger
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Assets Ledger

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

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
Exchange Rates
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Manage Displays

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Hide Sensitive Data
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Include Own Accounts Only
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Custom Account Balances
All
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Balances

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$7,266.69
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Main Assets Table, Accounts and Balances

Institution
Owner
Note
Search
Institution
Owner
Type
URL
Account #
Routing #
Interest Rate
Location
Native Currency Weight or Balance
Currency
Exchange Rate
USD Balance
Note
Chase Bank
1
John
Personal Checking
3829175722
288429166
​
​
1,000.00
USD
$1.00
$1,000.00
​
$1,000.00
Sum
GoldMoney
1
Jane
Holdings Account
21-52-42-U
N/A
​
Zurich
10.50
Oz (GOLD)
​
$0.00
​
$0.00
Sum
Coinbase
2
John
Crypto Exchange
​
​
​
​
0.07
Bitcoin (BTC)
$26,058.21
$1,824.07
​
John
Crypto Exchange
​
​
​
​
2.50
Ethereum (ETH)
$1,777.05
$4,442.62
​
$6,266.69
Sum
Ledger Live
1
Contoso
Crypto Wallet
​
​
​
​
3.50
Bitcoin (BTC)
$26,058.21
$91,203.74
​
$91,203.74
Sum
Cash
2
Jane
Cash
​
​
​
​
1,500.00
USD
$1.00
$1,500.00
​
John
Silver
​
​
​
​
20.00
SILVER
​
$0.00
​
$1,500.00
Sum
$99,970.43
Sum
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