How do I mark the sale of a manual asset?

If the asset value is manually tracked


Step 1: Enter the sale value as the current value of the asset. This will show the updated IRR.

Step 2: Archive the row. Make sure the sale amount is reflecting in your bank account balance on the same day you archive the asset row.

If you are archiving the row few days later, make sure you have an entry in the Asset Details > Value table > for the date the money came to your bank account. Set value as zero. Essentially you are saying even though you are removing the row today, it became zero value on the day the money hit your bank account.

Summary

The asset you owned till now, is now gone from your portfolio, and the money you sold it for is now reflected in your bank account or cash balance.

Don't worry, even if a row is archived, its history will continue to reflect in your net worth. So you won't mess up your Net Worth chart.

If it's a ticker based asset. Eg. Stocks, Funds, Crypto, QtyxPrice


If you sold all units of a stock (say you hold 100 AAPL and sold all 100)

  1. Just archive the asset row (click on the 3-dots) > Archive > confirm.

If you have Cash flow entered for this stock, these are steps

  1. Go to the stock details screen (click on the 4-line icon on the right side of the asset row)
  2. Update quantity as 0
  3. Click on the Returns tab
  4. Enter the amount you got after selling all 100 units as Cash Out to see updated IRR
  5. Close the details screen > Archive this asset as you don't have this asset in your portfolio anymore. Click on the 3dots > Archive > Confirm

If you sold a portion of a stock (say you hold 100 AAPL and sold 50)

  1. Go to the stock details screen (click on the 4-line icon on the right side of the asset row) and update the quantity to 50. This will show the updated value of the asset.

If you have Cash flow entered for this stock, these are the steps

  1. Go to the stock details screen (click on the 4-line icon on the right side of the asset row)
  2. Update quantity as 50
  3. Click on the Returns tab
  4. Enter the amount you got after selling all 50 units as Cash Out to see updated IRR

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