Before you start
Start from the current portfolio state and treat the article as an operating checklist. If a required input is missing, record that gap instead of inventing precision.
Detailed steps
Open the Capital Review item
Start from the screen named in the step and confirm the portfolio in the top bar before you change anything. If the wrong portfolio is selected, switch portfolios first.
Choose defer
Pick the option that matches the real-world record you are adding or reviewing. If two options look similar, use the one that matches the source document, not the one that makes totals look cleaner.
Select a preset or custom date and add a note
Pick the option that matches the real-world record you are adding or reviewing. If two options look similar, use the one that matches the source document, not the one that makes totals look cleaner.
Confirm the item moves to Deferred
Compare the screen against your source before relying on the result. Check name, value, currency, date, ownership, liquidity and whether private data should stay hidden.
Field guide
The label you and your advisors will recognize.
Match source documents where possible.Current portfolio value.
Use current value, not purchase price, unless cost is the only defensible estimate.Native currency of the asset or liability.
Do not change currency to force a base-currency display.When the value was last reviewed.
Missing dates create stale-data risk.Why the value is credible.
Use imported, market, appraisal, manager mark or internal estimate honestly.Decision rules
What it adds
- Keeps known issues visible without blocking immediate work.
- Creates accountability for future review.
What it does not do
- Deferral does not fix the issue.
- Deferred items can still affect decisions if values are stale.
Common mistakes
What to check
- Use deferral for timing, not avoidance.
- Choose dates that match source availability.
Entering a clean-looking value without recording where it came from.
Ignoring currency, ownership percentage or valuation date because the total appears reasonable.
Using ordinary notes for private access information.
Assuming Defer a Review Item produces advice, verification or execution beyond the workflow described here.
After you save
- Return to Net Worth and confirm totals changed as expected.
- Open Capital Review to see whether the record created, resolved or changed any review item.
- Check whether the record should affect Forecast, Investment Plan, exports or share links.
- Revisit this intermediate guide when source evidence changes.