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Setup
Setup
Assets Database
Category
Item
Description
1
Cash
Checking
2
Cash
Savings
3
Cash
Cash on hand
4
Assets
Home
5
Assets
Vehicles
6
Assets
Posessions
Don’t count every single thing. Focus on things that have >$100 or >$500 value.
7
Investments
Robinhood
8
Investments
Cash app
9
Investments
Digital currencies
10
Retirement
401k
11
Retirement
IRA
There are no rows in this table
Liabilities Database
Category
Item
Description
1
Consumer finance
Credit cards
2
Consumer finance
PayPal
3
Student loans
Student loan company
You can add a row for each loan if you have multiple.
4
Mortgages
Home mortgage
Similarly, you can add multiple rows for multiple mortgages.
5
Car finance
Car finance
There are no rows in this table
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