Other Assets
The Other Assets tab is a catch all tab for any assets that you would like included in your Net Worth. Any type of asset can be entered into this table.
Manual User Cells:
• Other Assets Purchase History table
Field | Explanation |
Description | The description or name of the asset. |
Purchase Date | The date of purchase of the asset. |
Units | The amount of units moved. This is a positive number when purchasing, negative number when selling. |
Currency | The currency that the unit purchase price is valued in. This will automatically be converted to the local currency of your Sheet. |
Unit Purchase Price | The purchase price of the unit in the currency it was purchased in. |
Life Unit Price | The current unit price in the currency it was purchased in. |
Sold Units | How many units of your original purchase have since been sold. |
Bundled with the template is live support for Gold & Silver spot prices. Please see the template for an example.
In the v2 version, the Sheet has support for including international funds and converting these live into your local currency. These assets are then included in your net worth with the current days exchange rate.
Example of an Asset priced in USD entered into the UK/GBP Sheet
To enter an asset into the Sheet, as with other parts of the Sheet you should fill in the yellow cells. In the Unit Purchase Price and Live Unit Price columns, enter in the foreign values (in the example above this is USD, circled in red).
This is then automatically converted to the Sheets local currency in the Purchase Value and Current Value columns (circled in blue).
Last modified 2yr ago