Standing Ledger
Sign InAssets
All household assets and their current value
Total Assets
$732K
Real Estate
$590K
81% of assets
Retirement
$0
401(k) + Roth IRA
Liquid Cash
$34K
Checking + HYSA
Asset Allocation
By Category
Real Estate
81%$590,000
Investment
8%$62,100
Vehicle
6%$45,300
Cash
5%$34,300
Asset Details
| Asset | Owner | Category | Current Value | Purchase Price | Gain/Loss | Growth Rate | Data Source | |
|---|---|---|---|---|---|---|---|---|
| Primary Residence — 218 Birchwood Ln | Joint | Real Estate | $590,000 | $430,000 | +$160,000 | +4.5%/yr | Manual Entry | |
| Joint Brokerage — Fidelity | Joint | Investment | $39,500 | — | — | +8%/yr | Manual Entry | |
| High-Yield Savings — SoFi | Joint | Cash | $24,500 | — | — | — | Manual Entry | |
| Joint Checking — Chase | Joint | Cash | $9,800 | — | — | — | Manual Entry | |
| 2023 Honda Accord Sport | Jake | Vehicle | $26,400 | $34,200 | -$7,800 | -15%/yr | Manual Entry | |
| 2020 Toyota RAV4 XLE | Sarah | Vehicle | $18,900 | $31,500 | -$12,600 | -12%/yr | Manual Entry | |
| 529 Plan — Owen | Joint | Investment | $15,200 | — | — | +6.5%/yr | Manual Entry | |
| 529 Plan — Lily | Joint | Investment | $7,400 | — | — | +6.5%/yr | Manual Entry |