Track assets and depreciation

A debit that bought equipment is not an expense. create_asset mints the asset from that debit so the cost on the depreciation schedule and the amount that left the bank are the same number. You choose the method: instant write-off, diminishing value or prime cost, with an effective life for the last two. An instant write-off above the tenant's threshold is refused with the threshold named. get_depreciation_schedule walks each asset forward from acquisition, so this year's opening value is last year's closing value to the cent, and record_asset_disposal computes the balancing adjustment without characterising it.

Step 1: mint the asset from the debit

"That $1,200 debit on the 14th was a laptop. Put it on the register, instant write-off."

create_asset with source_bank_transaction_id takes the cost and the acquisition date from the debit itself. A year later, "why do we say this cost that" is answered by opening the bank line. The debit must be a debit on your feed and must not already have minted an asset. An asset can also be minted from a document already in the evidence layer, or entered by hand when neither exists.

Step 2: choose the method

method is required with no default:

MethodWhat it meansNeeds
instant_writeoffThe whole cost is claimed in the acquisition yearCost at or under finance.assets.instant_writeoff_threshold
diminishing_valueA fixed percentage of the written-down value each yeareffective_life_years
prime_costAn equal share of cost each yeareffective_life_years

An instant write-off above the threshold is refused with the threshold named, rather than silently depreciated by a method nobody chose. The effective life comes from your accountant or the ATO's effective life tables.

Ordinary consumables (fuel, cleaning supplies, small tools under your own policy) are expenses; triage the bank line instead. See reconcile money out.

Step 3: read the schedule

"What is our depreciation for the year?"

get_depreciation_schedule for a financial year (named by its end year, so FY2027 is 1 July 2026 to 30 June 2027; omit it for the current year) returns opening written-down value, additions, depreciation, disposals and closing written-down value per asset, with totals. Each year is produced by walking the asset forward from its acquisition, so this year's opening value is last year's closing value, to the cent, with no re-basing off original cost. Every row names the library each figure came from, and the response states the write-off threshold and the diminishing-value factor it was computed against.

An empty register still returns a schedule with headers and nil totals. "We hold no assets" is an answer an accountant needs to be able to read.

list_assets is the register itself rather than the year's figures. The balance sheet carries fixed assets at written-down value from the same source.

Step 4: dispose

"We sold the trailer for $800 on 3 March."

record_asset_disposal records the proceeds and the date and computes the balancing adjustment as proceeds less written-down value at that date. It is computed and shown, never characterised: whether it is assessable income or a deduction is a decision for your accountant, and the platform does not make it for you.

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Last updated 2026-09-18