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Total Asset Value
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$0.00
Portfolio value
Net Book Value
After depreciation
$0.00
Current value
Total Outstanding Debt
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$0.00
Principal balance
Monthly Obligations
Combined payments
$0.00
Regular payments
YTD Depreciation
2025 year-to-date
$0.00
Tax deduction
YTD Interest Expense
2025 year-to-date
$0.00
Across all loans
🏢
Assets Overview
View All Assets →
42
Total Assets
38
Active
4
Disposed
3
Fully Depr.
Trucks
12
$1,850,000
62%
Equipment
8
$450,000
15%
Office Equipment
15
$380,000
13%
Vehicles
5
$295,000
10%
💰
Loans Overview
View All Loans →
5
Total Loans
4
Active
1
Paid Off
6.4%
Avg Rate
Bank of America
2
$650,000
68%
First National
1
$150,000
19%
Wells Fargo
1
$50,000
11%
Debt Payoff Progress
27% paid off
$315,000 paid of $1,165,000 total borrowed
📅
Upcoming Payments
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Total Due (Next 30 Days)
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📉
Depreciation Summary
$21,600
This Month
$21,200
Monthly Avg
38
Assets
Trucks
$12,500
58%
Equipment
$4,200
19%
Office Equipment
$2,800
13%
Vehicles
$2,100
10%
📊
Asset Value vs. Debt Trend
$3M
$2M
$1M
$0
Total Asset Value
Total Debt
⚡
Quick Actions
🕐
Recent Activity
✓
Payment recorded
LOAN-2024-001 • John D. • 2 hours ago
➕
Asset added
2025 Freightliner #47 • Sarah M. • 4 hours ago
📉
Depreciation posted
February 2025 • System • 1 day ago
🔧
Repair recorded
Truck #35 - $4,500 • Mike R. • 2 days ago
🔗
Synced to QuickBooks
15 transactions • System • 2 days ago
Assets by Category
$2.5M
Total
Trucks 62%
Equipment 15%
Office 13%
Other 10%
Loan Status
0
Loans
Financial Health Score
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