How to edit an asset or liability

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Want to make some changes to your assets or liabilities? Editing your details is super easy and only requires a few steps to make your changes and update your details to update your net worth. 

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1. Asset or liability details

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To open your details for each asset or liability, simply tap on any asset or liability you have created. This will then open the asset or liability details screen, depending on which one you've selected. 

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2. Edit your details

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Once you've selected your asset or liability, you can choose which details you'd like to update. You can also choose to switch between linking an account to your asset or liability or not by tapping the button next to 'Link to an account'. To edit the other details below, simply tap on each field, and you'll be able to update your details.

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If you'd like to update the accounts you've connected to your asset or liability, you can simply tap on the pencil icon to the right of 'Your accounts'. This will then open the link to an account screen. Once you've finished selecting your accounts, tap the exit symbol up in the top right corner.

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3. Confirm changes and update your details

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Once you've made all of your changes, simply tap on 'Update Asset' or 'Update Liability'. You'll then see your main net worth screen with your details updated.

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You're all ready to go 🎉

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Woohoo! You've just updated your asset or liability. If you run into any issues while updating your details, feel free to get in touch with us at hello@budgetbuddie.co.nz

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