A "Member" is an element of the Household that usually represents a person directly involved with the household's financials or is worth documenting for reference but not on the map. A member is also a legal entity.
Add a Member with the Sidebar Applets Visible
Click the plus icon at the top of the Sidebar applet list.
Choose the type of Member to create (member, entity).
Fill in the fields with the asterisk, which are required.
Though not needed to log the member, enter other information on the Essentials page, Details page, and Notes page.
Add a Member with the Sidebar Applets Hidden
Actions menu
Use the Actions menu when the Sidebar applets are hidden. Open the Actions menu by right-clicking on the map or clicking the colorize cross in the left-side navigation menu.
Click Member, Professional, or Entity.
Fill in the fields with the red asterisk, which are required to produce the member on the Asset-Map.
Though not needed to log the member, enter other information on the Essentials page, Details page, and Notes page.
Click Create.
Relationships page
Alternatively, navigate to the Relationships page in the left-side navigation menu and add a Member by clicking the desired type and filling in the information.
Household Summary page
From the Members pane, select the 3-dot actions menu.
Examples:
Enter Data on the Three Tabs
The Essentials tab is required; the other two tabs are optional (but valuable to complete).
Notes can be viewed as a report on the household's Reports page.
Special Feature: Highlighting notes on the Notes tab provides you with formatting options and a web linking option.
The Member/Entity list is a Report on the household's Reports page called "Member Inventory".
How Linked Members Works
This field is optional.
Scenario 1
Mirror assets from an entity onto a member
If it is advantageous to display all assets assigned to the entity onto a household member (like the owner(s) of the assets assigned to the entity), select the member or members whom to link to.
In addition to the normal asset tile on the entity, a yellow tile will appear on the members' or entity's map. The full value of the asset will be displayed for all linked members.
The value of the asset will be added to the total value of assets on the member's map.
The asset will not appear nor be added to the member's balance sheet report.
Scenario 2
Display percent ownership of a sub-entity's financials
If it is advantageous to display the assets on an owner(s) map as a percentage of ownership of those assets (for example, a trust is part owner of a business' assets), click the "Assign Entity Ownership" checkbox and assign the percentages of ownership. There are other benefits associated with the Entity Ownership feature. More on the Assign Entity Ownership feature here.
Edit Entity
On the Asset-Map
Sidebar applets visible. Click the member, expand/collapse the information forms. Edit the information as desired and click "Update" as desired. Click the member to change the focus back to the map.
Sidebar applets hidden. Click on the member. Review the forms on each tab and edit as desired. Save your change by clicking the Update button.
Relationships page. Click the pencil associated with the desired line item. Review the information. Save changes by clicking the Update button.
Delete Entity
Click the trash can icon to delete the legal entity.
Or, click the trash can icon on the Members page.
Click Update or Create to finish your work, or click Cancel to close the edit window without saving.
Restore
Recover mistaken members or financial deletions from the Household's Details page. Recover deleted items for up to 30 days.
2/2025