How to Implement Asset Tracking Method in Vision Money.

The main difference between asset tracking method and expense tracking method is the alleviation of the tedious time spent on recording income and expenses, with a focus on the growth of assets to achieve financial goals.

Below is the process of asset tracking. Provide operational instructions for the relevant Vision Money functions.

Asset Tracking ProcessVision Money Functions
Build GoalsMy Goals
Account ManagementEdit Account
TransactionRecord Transaction
Adjusting balanceAccount screen explanation: Adjust the balance directly.
Investment PerformanceInvestment Feature
Asset EvaluationAccount Feature
Historical asset growthAsset Report End-of-Month Balances.
Goal TrackingAsset Achievement Rate