Assets

Your assets are broken up into categories in Truebill app >> Grow Tab >> Assets Tab. You may have accounts in all, a few, or just one of these categories.

Cash accounts:

  • Checking accounts

  • Savings accounts

Investments:

  • Brokerage accounts (i.e. Robinhood and Schwab)

  • Retirement accounts (i.e. 401k, IRA, and Roth IRA)

  • College savings accounts (i.e. 529 plan)

  • Crypto wallets

Assets with loans:

  • Homes

  • Vehicles

Other assets:

These are manual assets or accounts that are not linked to Truebill. You can manually update the value of these assets or accounts yourself over time.

  • Cash

  • Gold

  • Gold/Silver

  • Jewelry

  • Collectibles

  • Instrument

  • Boat

  • Other


Debt

Credit cards:

  • Credit cards

Long-term debt:

  • Student loans

  • Personal loans

  • Other loans

Asset-backed loans:

  • Mortgages

  • Auto loans

Other debt:

These are manual debts or accounts that are not linked to Truebill. You can manually update the balance of these debts or accounts yourself over time.

  • Other debts (for example: "I owe dad $500")

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