Ownership
Promi supports households with more than one person. Assigning ownership is what lets a figure be read for one person as well as for the household, without the two views disagreeing.
Knowing who owns what changes what several views can show:
- Per-person net worth. Each member's position, read separately.
- Owner-filtered views. Charts and account lists scoped to one person.
- Retirement planning. IRAs and 401(k)s belong to an individual, and Social Security is calculated per person.
- Tax and estate records. Which accounts are whose, for filing and for beneficiary designations.
This content is educational and informational only. It is not financial, investment, or tax advice. Consult a qualified professional before making financial decisions.