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 Process | Vision Money Functions |
Build Goals | My Goals |
Account Management | Edit Account |
Transaction | Record Transaction |
Adjusting balance | Account screen explanation: Adjust the balance directly. |
Investment Performance | Investment Feature |
Asset Evaluation | Account Feature |
Historical asset growth | Asset Report End-of-Month Balances. |
Goal Tracking | Asset Achievement Rate |