Fill in or edit the information on the three tabs: Essentials, Details, Notes.

The Essentials tab is required, the Details and Notes tabs are optional.

Fields with a red asterisk are required. However, if possible, take the time to fill in the fields on all the tabs because much of it is searchable in the Household Index and provides you the means to understand the financial at a glance while updating the map.

Dollar values must be typed.

Your notes on the Notes tab are viewable or printable from the Reports tab.

If using an integration some fields are already filled in (depending on the features of the integration). Yellow fields cannot be edited.

Choosing "Annuity" applies a dashed border around the financial to differentiate it from other financials.

Choosing an "Expense" type changes the dollar value to red and will subtract from other incoming cash flows on the Asset-Map. Target-Maps are not affected.

Select Relevant Members. Use the drop down to select from one or more members on the map. Selecting more than one provides the option to divide the cash flow by percentage. There is no "joint" cash flow option. Dividing the cash flow will create separate tiles with the percentage dollar value calculated.

If the cash flow is under your management, click the "Under My Management" check box. The value and financial are counted in the Key Financial Figures.

Hide the tile if desired by checking the "Hide" box. Show it again by selecting the "Show Hidden" option in the Tools menu, clicking the tile and unchecking the "Hide" box. While hidden, the tile's value is not calculated on the platform.

The sum of current cash flows is displayed next to the center avatar (expenses are summed as well).

Cash flows are displayed on the What you have tab on Target-Maps.

If desired, the value field serves as an in-app calculator. Start the formula in the field with an equals sign " = " and complete the calculation by using the return/enter key on your keyboard. Example:

Value fields in Asset-Map are annual dollar values. Ensure that a monthly value is multiplied by 12.

When a future start date is entered and saved, the tile's text is gray and the tile is not calculated as part of the current cash flow.

Use the Future Value text box if the expected cash flow in the Annual Amount field has interest or COLA already applied. Then utilize the Start Date and End Date fields to tell Asset-Map when the cash flow begins and ends.

Leaving the Start Date field empty assumes the member's current age.

"FV" on a financial indicates the Future Value check box has been used.

Future Value on a savings goal Target-Map means the Target-Map will start to calculate COLA (entered on the Target-Map) from the Start Date on the cash flow. Otherwise, the COLA entered on the Target-Map will calculate from the current age.

Asset-Map Platform checks dates. Therefore a future financial will become active when the future age is reached.

A member assigned as a Beneficiary will appear on the Beneficiary Report, found on the Reports page. View the checklist online, print the checklist as a stand-alone document, or include it as part of a comprehensive report.

Multiple members can be assigned percentages of the asset in the Beneficiary Field.

Primary Beneficiaries may be assigned. Contingent beneficiaries are not assigned, rather they can be noted in the Notes tab for the asset.

Notes can be viewed as a Report on the household's Reports page.