Taylor Stewart I feel like real estate needs a major heading of it's own with another major heading for all other property. I tend to advise keeping specific non-financial assets either off the balance sheet, or consolidated into line item.

That said, significant assets that are quasi-financial (appraised art collection, etc.) deserve their own line on a balance sheet.

I like the list / organization that Elements used (cash, investments, real estate, business, other) with a wide variety of sub-categories under each. (Personal Property) was under "other" in their system.

Also, "annuities" were under the investment category, which makes sense in some ways. Something to consider to keep the number of main categories under control.

Taylor Stewart also need to add vehicles and other personal property (ATVs, Jet Skis, Boats, etc. I think it should be split into real estate and then other property with vehicles, collections, and "other" as default options.

Taylor Stewart adding my comment from another ticket i opened and deleted: Right now, I think Dora imports automobile assets as "other home" because it only sees it as "other". within "property" section there should be options for "vehicles" as well as just a general "other" (not necessarily "other home", since that causes the system to flag it as missing homeowners insurance). here is where clients can enter artwork and other collectibles they have