Adding an Asset Manually

Track assets that are not linked

In addition to linked accounts, you can manually track any asset, such as real estate, vehicles, and investments.

How to add an asset

1. From the dashboard, tap Add Account.
2. Under "Create manual entries", tap Add an Asset.
3. Select the asset type:

Bank Account

For accounts you want to track manually without linking:

• Enter an account name and current balance.
• Tap Add Asset.

Real Estate

Track your property values:

• Enter your property address. ASA Vault will search for the address and may provide an automatic value estimate.
• If the address is found, you will see: "Address Confirmed — Enjoy free automatic home value tracking."
• If not found, you can add the property manually.
• Select the property type, enter a name, and confirm the current balance.
• Tap Add Asset.

Vehicle

Track cars, boats, RVs, and other vehicles:

• Select the vehicle type.
• Enter a name and estimated value.
• Tap Add Asset.

Investment

Track stocks, IRAs, 401(k) accounts, crypto, and more:

• Choose to link through your institution (automatic updates) or add manually.
• Enter the investment type, name, and estimated value.
• Tap Add Asset.

After adding, you will see a confirmation: "[Name] has been added to your ASA profile." You can tap Add More or Close.