Assets
Your assets
Snapshot
At a glance
Asset workspace
Browse household assets
Choose an asset to review ownership, coverage, service visits, documents, and cost.
No asset selected
Create the first household asset
Start with one appliance or equipment item, then keep its coverage, service visits, documents, and costs together.
Asset Detail
New asset
Save the overview first to unlock coverage, service visits, and asset files.
Status & quick links
History
Additional coverage
Keep past, current and future warranties and service contracts together. Each record keeps its provider, dates, reference and documents.
History
Coverage records
History
Previous policy records
Store older yearly insurance policies here so this car keeps a full renewal history over time.
History
Insurance history
History
Violation history
Timeline
Ownership and service history
Vendor workspace
Browse service and supplier records
Keep vendor details in one place, then jump into the assets where each vendor is used.
Vendor Detail
New vendor
Reuse vendors across purchases, coverage plans, service visits, and spare suppliers.
Reports workspace
Follow the numbers back to the record
Use reminders and spend summaries to open the underlying asset and vendor records.
Upcoming
Coverage and service reminders
Spend by asset
Ownership cost by asset
Coverage status
Current warranty and service plan status
Vendor activity
Vendor spend summary
Your records
Backup & restore
Download a complete copy of your records and attached files. Keep a backup before restoring an earlier copy.
Importing a backup replaces the current dataset. Export your current records before restoring another copy.
Preferences
Display currency
Choose the currency shown on asset costs and reports.
Storage
Where your records are saved
Access control
User accounts
Approve access requests, reset temporary passwords, deactivate users, and keep the hosted ledger restricted to approved accounts only.
Pending requests
Awaiting admin approval
Admin action
Approve or reset a user
Select a pending request or existing user to continue.
All accounts