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Adding assets

Adding your assets in AdviceCafé

On the Finances page, the Assets section is where you add the current balance of your asset accounts. Asset accounts include:


  • Chequing
  • General savings
  • Investments
  • Retirement savings
  • Registered education savings


Note: Don't worry if these accounts change over time. Provide their current balance and update if it changes significantly.



Updated on: 25/02/2026

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