# Assets & Liabilities

Found on the Financial data tab, Assets & Liabilities contains summary and detailed information of all clients in a group’s assets and liabilities. This is categorised into the following:

* Annuity
* Cash
* Collectibles
* Loans
* Offset
* Property
* Shares
* Superannuation
* Other asset
* Other liability

{% hint style="info" %}
Assets and liabilities are by default shown in a list view as pictured above. To view more detail, edit, delete add notes etc. Click the asset or liability.
{% endhint %}

#### History

All assets and liabilities have “History” - where historical values and dates can be added per item. This can be found at the bottom of the asset or liability card (pictured below).

{% hint style="info" %}
History can be added, edited or deleted here. To expand and minimise, select the arrow on the far right.
{% endhint %}

#### Asset Allocation

For all assets, asset allocation can be added. Asset allocation is a percent and can be split into the following categories:

* Cash
* Fixed Interest
* International Shares
* Australian Shares
* Property Direct
* Property General
* Emerging Markets
* Other
* Average Annual Rate of Return

{% hint style="info" %}
Only one asset allocation can be created per asset. This can be deleted at any time. Asset allocation is used for numerous model calculations.
{% endhint %}

#### Notes

All assets and liabilities have a notes functionality - where relevant notes can be added. When adding a note, the time and user name are saved by default.


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