Financial and Reference

This section tracks purchase history, valuation, and supporting notes for each asset.

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Purchase Information

• Purchase date
• Purchase price
• Source (e.g., store, inheritance, auction)
• Notes

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Valuation

• Estimated value
• Valuation date
• Method (e.g., appraisal, estimate)
• Notes

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Example

Purchase:

• Date: 06/02/2026
• Price: 2500
• Source: Will

Valuation:

• Value: 25000
• Method: Personal appraisal

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Why This Matters

• Insurance documentation
• Asset tracking
• Historical appreciation
• Financial reporting

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Relationship to Documents

Supporting materials such as:

• Appraisals
• Receipts
• Certificates

Should be stored in the Documents section.

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Financial data provides context—not just ownership, but value.