The Asset Manager handbook
A little guidance.
A lot you can do.
The same complete help you’ll find in the app. From your first item to your next backup, find the steps here.
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73 topics · 10 sectionsYour first item
A quick walk through adding something to your catalog.
Read the guide 02Your first backup
Keep a second copy of the whole encrypted vault.
Read the guideGetting started
- What Asset Manager does
A private, encrypted catalog of everything you own and what it is worth.
- Creating your vault
Choose a passphrase; the vault is created and encrypted with it.
- Your recovery key
A second way to open the vault if you forget the passphrase. Shown once.
- Unlocking and locking
Open the vault with your passphrase or recovery key; it locks itself when idle.
- Adding your first item
A quick walk through adding something to the catalog.
- Finding your way around
The sidebar, what each screen is for, and shortcuts.
Adding and editing items
- Adding an item
Pick a kind, fill in the details, and add it.
- What you can catalog
Every built-in kind and the details each one asks for.
- Precious metals
Bullion and bullion coins, valued from the spot price by weight and purity.
- Cryptocurrency
Coins and tokens priced by CoinGecko coin ID, with optional watch-only balances.
- Graded collectibles and slab labels
Grader, grade and certificate number — and reading a slab's barcode from a photo.
- Vehicles, property and land
VINs, registrations, parcels — and why only your share of the value is recorded.
- Your own item types
Make a kind with its own fields for things the app has no form for.
- Editing an item
Change details, status, notes and tags; every edit is kept in its history.
- Buying more, selling, and fixing counts
Record change: bought more, sold some, sold all, or fix a wrong count.
- Held, sold, lost and retired
What each status means for totals, reports and claims.
- Duplicating an item
Start a similar item from an existing one.
- Splitting off part of a holding
Make part of a holding an item of its own, without recording a sale.
- Deleting and restoring items
Deleted items wait in the trash for 30 days before they are removed for good.
- Edit history and undo
Every version of an item is kept, so any edit can be undone.
- An item's page
Everything about one item, and everything you can do with it.
Values and prices
- How values work
Where each figure comes from, what it measures, and why unknown is never zero.
- Recording a value
Update value: amount, date, what it measures, and the source.
- Evidence for a value
Comparable sales, a range, your confidence, and a supporting document.
- Following the market
Metals and crypto can be revalued automatically from current prices.
- Correcting a mistaken value
Void a mistyped value: it stays in the history but counts for nothing.
- Updating many values at once
Type values for a list of items in one go.
- Revaluation reminders
Get reminded when an item's value is due for a fresh look.
- Currencies and exchange rates
Your base currency, items valued in other currencies, and the rates that convert them.
- Cost and gain
Why gain sometimes is not shown, and how to fix it.
Finding and organizing
- The holdings list
The whole catalog: sort, filter, switch layout, and open any item.
- Searching
Find items by name, notes, serials, tags, locations or documents.
- Filters and “Needs attention”
Narrow the list by tag, location, or what is missing.
- Saved views
Save a search, filters and sort to come back to.
- Tags
Labels you choose — for sale, insurance rider, Grandma's — searchable and filterable.
- Storage locations
Where things are kept, with places inside places.
- Selecting many items
Select items in Holdings and change them all at once.
- Sets and collections
Group items that belong together and see how complete the set is.
- Dividing a purchase among items
Split one price paid for a lot across the items it bought.
- The wishlist
Things you want — never counted as owned.
Photos and documents
- Photos
Add photos of an item; they are encrypted before they touch the disk.
- Documents
Receipts, appraisals, certificates, warranties and manuals, kept with the item.
- Viewing PDFs
Open PDF documents inside the app — decrypted in memory only.
- Saving an unencrypted copy
Export a photo or document to send or open elsewhere.
Looking after things
- Care, service and warranties
Services, repairs, inspections and warranties, with when the next is due.
- Loans, repairs and consignments
Record who has something, and when it is due back.
- Inventory checks
Walk a room, safe or storage unit and confirm each thing is there.
- Printing QR labels
Labels to stick on items or boxes, for quick inventory checks.
Overview and markets
- The overview
Total value, value over time, what needs attention and what is coming up.
- Catalog health
What would make your totals more complete and the catalog more useful after a loss.
- Reading the value-over-time chart
What the collection was worth on each date — value, not return.
- Metal spot prices
Type spot prices yourself, or update them from metals.dev.
- Crypto prices
Coin prices for your crypto holdings, typed or fetched from CoinGecko.
- Melt calculator
Value metal you have not catalogued, at the stored spot price.
- Price feed keys
Optional free keys for one-click metal and crypto prices.
Reports, claims and spreadsheets
- Insurance inventory report
Every held item with photos, details, cost and value — to print or save as PDF.
- Preparing an insurance claim
Just the items lost, valued as they were before the loss, with their paperwork.
- Importing your own spreadsheet
Bring in an inventory you keep in Excel, Numbers or Google Sheets — any columns, checked row by row.
- Editing in a spreadsheet (CSV round trip)
Export, edit hundreds of items in a spreadsheet, and import the changes.
- Emergency access sheet
Instructions for someone you trust to find and open the catalog.
Backups and security
- Backups
Make a complete, still-encrypted backup of the vault — safe on an external drive.
- Verifying a backup
The only proof a backup will open on a new computer.
- Restoring a backup or moving computers
Open a backup on this or another computer; every file is checked first.
- Changing your passphrase
Change what opens the vault from now on.
- Issuing a new recovery key
Replace a recovery key that may have been seen.
- If you forget your passphrase
Open the vault with the recovery key, then set a new passphrase.
- Portable mode
Keep the app and its catalog together in one folder — on a USB stick, say.
- How your data is protected
What is encrypted, what is not, and what to be careful with.
- What the app sends over the internet
Nothing, unless you turn on a price feed or a balance lookup.
Reference
- Light and dark theme
Follow the computer's setting, or always use light or dark.
- Keyboard shortcuts
Keys that work across the app.
- Troubleshooting
Common surprises and what to do about them.
- Glossary
Terms used in the app.