The more you add, the more complete your financial picture will be

We believe that you should be able to add anything that you wish to the site, how much or how little is completely up to you. This service is primarily for your policies, insurance, credit cards, loans, pensions and investments. But it doesn't have to end there. You can also use your account to:

• Record the value of any type of asset that you hold
• Set prompts and alerts to ensure that you never forget to review your plans
• Provide a day to day filing system for key information such as your car service, MOT, utilities, even your washing machine product guarantee

We have created this service so that you can include the value of your house, your home contents, your car, the value of antiques, the value of shares in your own business. There are no rules. What's key is that you can record and organise your assets and liabilities to get a true financial picture. You can put a value on whatever you wish to include within your financial plans. The site presents back to you your total assets and liabilities or debts and calculates an overall balance which it automatically updates for you on a daily basis*.

Start with the basics

It's probably easiest to set up the basics, adding just one or two simple policies such as your car, home and life assurance arrangements. This will get you familiar with the system. Once you have set up one plan, adding others follows the same familiar path. What we will show you is that as you enter more information, you can get more out of the service. If you want information regarding individually relevant offers, we will make these known to you based upon your current financial position.

* Automatic updates are limited to the value of publicly quoted shares and collective investments