The Joint Ownership check box appears when two or more Interested Members are selected on a Liability or Asset financial.
Unchecked Joint Ownership Checkbox
When unchecked the asset or liability will be split into two tiles with the percentage of ownership calculated and applied to the members (click for larger image).
Checked Joint Ownership Checkbox
When checked the percentage of ownership will be combined onto a single tile placed below the two avatars.
Jointly owned financials appear below the displayed avatars.
The joint ownership option does not appear on Cash Flows (like rental income).
Percentage of ownership must be specified in the percentage box before updating.
Joint ownership can be available for members or entities which are not visible on the Asset-Map in the current view. By default a Primary Member and Spouse member are initially in view. Other members of a household may be assigned part of a resource who are not in view, but yet in the household. Click their name in the member/entity list at the top of the map to bring them into view as well as their jointly owned asset.
Unchecking the Joint Ownership box will separate the liability/asset into its ownership divisions and display a value based on the percentage assigned.
12/2021