Home + Assets

This topic enables you to man­age infor­ma­tion about your home and every­thing else you own.

Key fea­tures of the Home + Assets topic

  • abil­ity to track all rel­e­vant aspects of your pos­ses­sions, includ­ing seller, pur­chase date, cost, cur­rent value, man­u­fac­turer, model num­ber, SKU, ser­ial num­ber or vehi­cle iden­ti­fi­ca­tion num­ber (VIN), and service
  • auto­matic reminders through inte­gra­tion with your device’s Calendar
  • touch­point to the Peo­ple + Services

Using Home + Assets touchpoints

Touch­points allow rel­e­vant infor­ma­tion to be shared seam­lessly between Home + Assets and Peo­ple + Ser­vices. Exam­ple: You may have a land­scap­ing ser­vice or a mechanic who per­forms reg­u­larly sched­uled auto main­te­nance. You can define these ser­vice providers directly from within Home + Assets as you are defin­ing the home and car and they will show up auto­mat­i­cally in Peo­ple + Ser­vices. Or, if you have already defined those ser­vice providers in Peo­ple + Ser­vices, you can link to them directly as you are defin­ing your home and car in the Home + Assets topic.

How do I use Home + Assets?

The Home + Assets topic view pro­vides these sections:

  • Home + Assets Svcs — touch­point to the Home + Assets cat­e­gory of ser­vices in Peo­ple + Services
  • All Assets — all assets, includ­ing those that are not categorized
  • Cat­e­gories for Assets — defined assets sorted by category

Home + Assets Services

Home and asset ser­vices” are prod­ucts or labor you receive from com­pa­nies, orga­ni­za­tions, or indi­vid­u­als for things you own. The oil changes for your car, the insur­ance for your home, and the safe deposit box for your valu­ables are all exam­ples of services.

Home + Assets Svcs is a touch­point to the Home + Assets cat­e­gory in the Peo­ple + Ser­vices topic. This means that ser­vices defined here will appear as ser­vices in the Home + Assets cat­e­gory in the Peo­ple + Ser­vices topic. Tap Home + Assets Svcs to go to its view which con­tains the fol­low­ing sections:

Home + Assets Services:

  • If there are no home and asset ser­vices defined, this sec­tion will con­tain a but­ton titled Tap to add: Ser­vice. Tap that but­ton or tap  in the title bar to define a new service.
  • If there are home and asset ser­vices defined, this sec­tion shows all those ser­vices, sorted alpha­bet­i­cally by default. Tap Sort to alter­nate between sort­ing ser­vices by date mod­i­fied (with the most recently mod­i­fied one first) and alpha­bet­i­cally by title. Each ser­vice includes the service’s name, its ser­vice provider, and either its cat­e­gory or update time, depend­ing on which sort mode is cur­rently active. Tap Add in the sec­tion header or tap  in the title bar to define a new ser­vice. To edit a ser­vice, tap it, mod­ify the set­tings, and tap Save. To delete a ser­vice, tap it and then tap  at the bot­tom of the view.

All Home + Assets Ser­vices: Tap here to view all home and asset ser­vices in all cat­e­gories and subcategories.

Sub­cat­e­gories for Home + Assets Ser­vices: This sec­tion shows all home and asset ser­vices sub­cat­e­gories, sorted alpha­bet­i­cally. Tap Add in the sec­tion header to define a new home and asset ser­vices sub­cat­e­gory at this level; tap Edit in the sec­tion header to edit, rename, hide or delete the exist­ing sub­cat­e­gories at this level; or tap a sub­cat­e­gory to dis­play the cor­re­spond­ing view for that subcategory.

All Assets

Tap All Assets to go to its view.

If there are no assets defined, help appears to get you started.

If there are assets defined:

  • The top of the view shows the sums of the costs and the cur­rent val­ues of all assets.
  • The view shows all the assets sorted alpha­bet­i­cally by default.
  • Tap Add in the sec­tion header or tap  in the title bar to define a new asset.
  • Tap Sort to alter­nate between sort­ing assets by date mod­i­fied (with the most recently mod­i­fied ones first) and alpha­bet­i­cally by title. Each asset includes the asset’s title, its cost, and either its cur­rent value or update time, depend­ing on which sort mode is cur­rently active.

Cat­e­gories for Assets

Cat­e­gories are avail­able for use with assets. You can cre­ate, mod­ify, hide, or delete cat­e­gories via Life­Topix Set­tings or directly from the Cat­e­gories for Assets sec­tion by tap­ping the Edit but­ton. When an asset cat­e­gory is deleted, it is com­pletely removed from Life­Topix. When an asset cat­e­gory is hid­den, it no longer appears in the Cat­e­gories for Assets sec­tion, but it remains defined in Life­Topix and is still avail­able in the cat­e­gory list when you are defin­ing a new asset. Note that asset cat­e­gories that are in use or serve as touch­points to another topic can­not be deleted or hidden.

To cre­ate a new asset cat­e­gory, go to the Quick Menu and tap , and then tap Man­age Cat­e­gories. Tap Assets in the list.

To mark an Assets cat­e­gory hid­den, or to mod­ify its name or descrip­tion, tap the category’s , then tap OFF for to tog­gle it to ON.

To delete an Assets cat­e­gory, swipe to delete in the Man­age Cat­e­gories view.

Tap a cat­e­gory in the Cat­e­gories for Assets sec­tion to go to the asset view for that cat­e­gory. If there are no assets and no sub­cat­e­gories defined in that cat­e­gory, help appears in order to get you started. If there are assets defined in that cat­e­gory, they are all shown in a sec­tion whose behav­ior is described in the All Assets sec­tion above. If there are sub­cat­e­gories defined in that cat­e­gory, they are all shown in a sec­tion whose behav­ior is described imme­di­ately above.

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