Investment, Asset and other account types

1. Open More > Accounts > Add account and pick the type.
2. Investment: stocks, funds, crypto or a brokerage account. Asset: things you own, like an apartment, car or gold. Enter the current value and update it when it changes.
3. Both count in net worth (under Assets) but never in Safe to spend, and an Asset isn't offered as an account to pay from. Use Custom account type for anything else and name it yourself.

In the app: Add an account