Keeping values current

Two ways to update, and how to record last month properly.

Update Values — the fast way

From the Dashboard, tap Update Values. Everything you own and owe is listed on one screen with its current figure. Change the ones that moved and leave the rest alone — only the records you actually change get a new history entry.

Accounts that change often are listed first. Vehicles, property, valuables and household goods sit in a collapsed group at the bottom, since they rarely need touching.

Recording a past month-end

Change Value as of to the date the figures belong to — the last day of the month, say — and the whole screen reloads to match that date:

• Only the accounts you actually held then are listed.
• Each field shows the last value recorded on or before that date, not today's.
• The footer tells you how many of today's records are hidden and why.

This is what makes a back-dated update trustworthy: an untouched row counts as unchanged, so saving cannot quietly stamp today's figures onto a past date.

Updating one asset in detail

Open an asset and tap Update Value. This screen adds two things the bulk screen does not: a note explaining the change, and — for a holding in another currency — the ability to type the exact exchange rate that applied on the valuation date. See Foreign currency.

It also shows the last five recorded values, so you can see the history you are adding to.

Why history matters

Every value you record is kept with its date. That history is what the Wealth Growth Trend report draws on, and what lets any report be run for a date in the past. The more regularly you update, the more the app can tell you.

WorthSafe User Manual