Understanding your finances
Property history and valuations
Record acquisition and dated valuations of your ownership share.
Where do I enter history?
Add a property through Portfolio → Add asset → Add investment, or edit an existing one in Net worth. Enable Add property history and valuations and enter dates and EUR amounts for your share only.
Which method should I choose?
Known valuations only uses the valuations you enter. Constant compound growth estimates intermediate values between them and assumes no additional capital contributions. These are estimates, not confirmed market prices.
How do I save correctly?
Use distinct dates, with no future valuations or valuations before acquisition. For compound growth, enter the acquisition date and value. History saves with the investment; set current value separately in the main field. If history has changed, reopen the form.
Finance Ledger presents insights based on entered data and does not provide investment, credit or tax advice.