Investment Accounts

Creating an investment account
  1. Add a new account and choose the Investment type.
  2. Configure the standard account options and save the account.
Adding an investment transaction
  1. Select your investment account and click the "+" button in the Item Editor or open Action > Add Transaction.
  2. Configure the following options to match the details of your investment transaction:
  3. Select "Show More Info" for the following options:
Editing an investment account
  1. Select the investment account with settings you want to change.
  2. Right-click on the account name or go to Accounts, and select Edit Account.
  3. The Edit Account window will appear, and you can edit details for the account.

When dealing with investment accounts, you need to be aware of the following two balances.