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