How does the Wealth Management card in the report section work? - iOS-Version / Reports - Outbank Helpdesk

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How does the Wealth Management card in the report section work?

The Wealth Management card does give you a complete overview of your assets. The different account types are presented in an easy-to-understand pie chart.  

There are a lot of account types available for you to choose from:  
Checking Accounts, Credit Cards, Portfolio, Easy Access Savings Accounts, Capital Accumulation Insurances, Building Loan Contracts, Cryptocurrencies, Precious Metals, Investment Funds, Credit / Real Estate, Collectibles, Company Shares, Foreign Currencies, Fixed Term Deposit Accounts, Bonus Accounts, and Cash Account. 

The Outbank app will assign your accounts and assets one of these types automatically. Accounts that can’t be assigned will get labeled “Others”. 

In case you are unhappy with the account type one of your accounts was assigned, you can always change them manually via the account settings: Select the account in the Asset Report to open the Account settings and  change the account type. Your account will now be displayed with its new account type in the reports tab.  

By using the filter, you can decide which accounts and/or assets will be shown in the pie chart.  

The balances of your foreign currency accounts will automatically be converted into EUR for this card. Foreign currency accounts that can’t be converted will not be displayed.  

If you are not interested in the card, you can always remove it via edit mode. To do so click on edit and remove “Assets” from “Active Cards”. You can use the same menu to reactivate it.  
By the way: In edit mode, you can also rearrange (drag & drop) the cards to your liking.