Adding assets

To add assets, subscriptions, locations or people, always press the blue + button in the top right hand corner. In the menu that pops up, select Asset.

Asset details#

To add an optional image of your asset, select the Choose File button in the image section.

Next, you are required to select a category. If you have not set up any categories yet, see the custom categories page to learn how.

Fill out the rest of your asset details. The name column is the only other required field in this section. If you want to record the condition of your asset, select the appropriate option from the Asset Condition dropdown.

Asset acquisition#

The acquisition section is where you record how you got the asset. First enter the type — was it purchased, gifted, leased, and so on — then fill out the fields for that acquisition type.

The salvage value is used for calculating depreciation. It is what the asset will be worth at the end of its useful life.

Component#

Sometimes an asset is not a standalone item but a component that belongs to a larger asset. For example, you may be building a golf club piece by piece: the shaft is an asset on its own, but it also belongs to the complete Golf Club asset. Another example is a custom PC, where the motherboard is tracked as an asset but is also part of the overall PC. When this applies, check the box to mark the asset as a component of another asset.

Once checked, a selector becomes available so you can connect this asset to its parent asset.

The second checkbox, Include Cost in Parent Asset, includes this asset's cost in the cost calculation for the parent asset.

Warranty#

If this asset is under warranty you can record it here. Enter the name, cost, start date and end date of the warranty.