Change details of an asset in my plan

Change details of an asset in my plan

Edit the details of an asset such as the owner or planned sales as they change.

1 Go to Homes & Assets.

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Planner.

2 Click Lifetime Planner.

3 In the left pane, click Homes & Assets.

2 Select an asset from the list.

3 Click Edit, and then click a detail you want to change.

4 Follow the instructions on the screen.