Release 1.75.0 has an exciting new feature: an enhanced view of Personal Assets.
Benefit: a single page showing everything related to a Personal Asset
- Value: purchase price, current value, future value
- Cost of ownership: total, average monthly, current month
- Transaction History: income, expenses
- Visualization showing transactions per-category
Notes
- This is a beta release
- Vehicles only (for now)
How It Works
- Create a new Personal Asset (vehicle)
- in the creation modal, select “Vehicle”
- In the “Vehicle Info” section, select “Personal car/truck” then fill in the remaining fields: “year”, “make”, “model”, “odometer”. If your make/model aren’t available, just leave these fields unselected.
- Complete the “Acquisition Info” section if you would like to track the historical value of your vehicle
- The Asset (Vehicle) Page
- The chart shows the value of your asset over time. Neontra calculates the future value of your asset using real-world market data, in this case specific to personal vehicles.
- If you specified the year/make/model, the Vehicle Details tile shows a picture of your vehicle along with its details
- Once transactions have been linked, the cost of ownership will be shown in the Vehicle Snapshot tile, and the Transaction Categories tile will display a pie chart showing per-category spend
- Link Transactions
- A new tag is automatically created for each Personal Asset
- Link a tag with its Asset: (i) by editing a single transaction. or (ii) by setting up a Transaction Rule
- Tagged transactions appear on the Asset (Vehicle) Page
Coming Soon
- additional vehicle types, e.g. motorcycles, commercial, trailer/RV
- real estate
- inclusion of loans (car loan, mortgage, etc.)
- integration with third-party sources of real-time market data (e.g. Zillow)