Edit, sell, archive or delete an asset or loan

Quick comparison

Change today's value

Click the amount on the right of a row, type the new value and press Enter (or click away). This sets this month's value and leaves past months alone. For a debt, keep the minus sign.

Edit details

Open ⋯ and choose Edit details. The row opens an editor with Name, the class, Purchase Date, Current Value and Purchase Value. Loans also have Loan Term (months), Monthly Payment, Interest Rate, Loan Start Date, a read-only Calculated P&I and an expected payoff date. Assets have the Liquid Asset checkbox. Click Save changes.

• Renaming also renames the matching label, so tagged transactions keep counting.
• Moving Purchase Date later removes every history value before the new date.
• Moving Purchase Date earlier adds monthly values back to the new date.
• Crypto: changing Quantity refetches the price and updates the value.
• To change what something is worth today, click the amount on its row (above) rather than the editor's Current Value.

Mark an asset as sold

Use this when you sell a car or home, or close out anything you no longer own.

1. Open ⋯ on the asset and choose Mark as sold….
2. Set the Sale date (today by default) and Sale price (the current value by default). FIYR shows the gain or loss against what you paid.
3. If FIYR finds the loan that goes with it, tick "Also mark … as paid off on the sale date" to close the loan too.
4. Click Mark as sold.

History before the sale date is kept, the item is $0 from the sale date on, and it moves out of the list (it shows a "sold" tag under Show Archived & Sold). The cash from the sale shows up in your net worth when it lands in your bank account, so nothing is counted twice.

If the dialog doesn't offer to close the loan, pay it off yourself: click the loan's amount and type 0. That records $0 for this month and keeps its past.

Archive

Archive hides a row from its group but keeps counting its value in your net worth, totals and chart. It is for tidying the list, for example an account you rarely look at. To see archived rows again, turn on Show Archived & Sold (N) at the bottom of the list; open ⋯ and choose Unarchive to put one back.

Delete

1. Open ⋯ and choose Delete.
2. Read the dialog and click Delete Permanently. (Archive Instead archives it; remember that archived items still count.)

Delete removes the item and all of its history, so every past month of your net worth chart changes. It also deletes the label with the same name. It can't be undone.

Undo a sale or payoff

Turn on Show Archived & Sold, open the item's ⋯ and choose Undo sale (or Undo payoff). FIYR restores its exact value and history from before. Undoing a sale also undoes the loan payoff it made.

Accounts from a bank you unlinked

When you unlink a bank, its accounts can show "Closed … when its bank link was removed" and drop out like a sale. Undo close brings one back. See Unlink a bank.