How do I correct the value of an asset for a past date?

Go to the details of the asset (click on the '4-line' icon on the right side of the row).

In the 'Value' tab, you will see the table that shows the value as of now on the top row and for the historical dates below it.

Spot the date that has an error. Click on the value column and type the correct value.

Or click on 'Add history' button or click on the 3-dots to insert a row and enter the value for a past date.


Notes:

This feature is primarily intended to correct the value of an asset for a past date, in case there was an error after you began tracking it in Kubera.

If you are entering history for newly added assets, we recommend that you enter the value for only some key past dates just to have a good enough history. Not for all the days. Also you have to do the same for all the assets so that the net worth chart looks correct.

You can copy paste values from an Excel sheet provided the source and target cells match. Short Video Clip

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