Add bond accounts

Add bond accounts

Add some form of valuation for the properties maybe municipal valuation. Would allow one to get asset v liability view for house owned category:

  1. Value
  2. Amount owed
  3. Amount spent on renovation etc so owner can avoid over capitalising

Unfortunately will only work for new properties purchased.

(Reposted on behalf of customer, original post by Andre Kritzinger 23 Oct 2013, at 13:49)

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Comments

9 comments
  • Hi Andre,

    Thanks for the suggestions. We're considering adding the ability to add assets or liabilities in future. While it may be challenging getting these valuations collected automatically, we'd like to give you the ability to add them manually :)

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  • I agree that adding assets and liabilities (even manually) is really needed to get the full picture.

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  • I realize one can add assets and liabilities to your view, the issue I have with this is that there is no start date attached to this asset.For instance, I add my bond account and my net value drops insanely. Ac couple of weeks later add the value of my house to even out the graph. This then make my net value return to normal, but there is this massive dip in the graph. A start date for the asset would make the displayed information more accurate as it one would be able to make the date the same as the bond initiation date. 

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  • Any progress on this?

    Been a year since it was requested

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  • Hi Adrian. We've added this functionality to 22seven.

    When on the 'Accounts' screen, click on the 'Link an account' button. On the next screen, right at the bottom of the list, you have the option to add 'Something you have or owe". This will take you to a series of questions and options to add different assets and liabilities with different values, etc.

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  • Awesome! Thanks

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  • Thanks for the suggestion Hermann. I can see how this can be useful, so I'll definitely pass it onto our Product team!

    Please let us know if you have any further suggestions :)

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  • Awesome, thanks I was going to ask about this, as well leaving all the properties off the statement makes the net worth look pretty bad. 

    I'm glad the feature existed already and I didn't need to bother. 

    Else, hope you all have a kick ass day. 

     

     

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  • Hi Guillym,

    Indeed, manual accounts should help plug those gaps in your net worth and give you a more accurate representation of your current financial position. Let us know if you run into any trouble getting those accounts up and running :)

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