1. Linking Your Real Estate Assets
Steps
Tap the Wealth icon at the bottom of the navigation.
Tap Link Account and select Real Estate.
Fill in the following property details:
Property Name
Purchase Value
Location
Purchase Date
Current Market Value
Tap Add Investment to save the property details.
You’ll return to the Real Estate screen, and your property will be listed.
2. Editing Your Property
Steps
In the Real Estate screen, tap the property row you want to edit.
Select Edit and update the necessary fields (e.g., market value, location, etc.).
Tap Save to confirm your changes.
3. Removing a Property
Steps
Tap the property row you want to delete.
Choose Delete and confirm the action.
The property listing will disappear immediately from your portfolio.
Keeping your real estate data up to date
Manual updates: Real estate values do not auto-refresh. You’ll need to manually update the Current market value when necessary.
Accuracy: Provide the most accurate location and value for meaningful insights into your portfolio.
Frequently asked questions
I don’t see Real Estate under Link Account.
Ensure you’re using the latest version of the app. Real Estate should be listed alongside other manual-entry assets.My edited value isn’t saving.
Double-check that all required fields are filled out. Tap Save again to ensure the update is applied.I tapped Delete by mistake.
Unfortunately, deleted properties cannot be restored. You’ll need to re-add the property via Link Account → Real Estate.
Need help?
For any questions or issues, email [email protected].