Assets
Add savings, investments, a home or car, and other assets. Track what is inside an investment account, stock grants and vesting, and insurance details.
Assets are what you own, from savings and investments to a home or car. These guides show how to add and update them, and how to track a home with its mortgage or a car with its loan. You can also record what is inside an investment account, stock grants and vesting, and insurance details.
Add insurance policy details to an asset
Track a life, disability, long-term care, home, condo, flood, renters, auto or umbrella policy: what it pays, what it costs and when it renews or ends.
How to add an asset in Beyond Payday
Add anything you own — bank accounts, investments, real estate, insurance, or crypto — across 51 asset types with ownership and retirement flags.
Track stock grants and vesting
Add each stock grant or ESPP purchase to a stock compensation account and see what has vested, what you still hold, the next vest and the value before tax.
Track what is inside an investment account
List the holdings inside a brokerage, IRA or 401(k) account by hand or by importing a file that replaces what is there, and see the mix at a glance.
Track your car and auto loan
Add your car as a Vehicle asset, add the auto loan as a debt, and link them so Beyond Payday shows your equity and flags a loan that's underwater.
Track your home and mortgage
Add your home as a Real Estate asset, add the mortgage as a debt, and link them so Beyond Payday calculates your home equity and loan-to-value (LTV).
Update, turn off, or delete an asset
Update an asset's balance or details, switch it off so it stops counting without losing it, or delete it for good from its card on the Assets page.