Guide Categories
Investments
Track and manage your business investments in securities, bonds, and other financial instruments.
Overview
The Investments tab helps you track your business investments in stocks, bonds, mutual funds, and other securities. It maintains records of purchases, sales, dividends, and current market values to provide accurate financial reporting.
Note
Investment tracking helps you monitor portfolio performance and ensures accurate reporting of investment income and gains/losses.
Adding Investments
To record a new investment:
- Navigate to the Investments tab
- Click New Investment
- Enter investment details (name, type, symbol)
- Record purchase information (date, quantity, price)
- Set up dividend or interest tracking if applicable
- Configure market value updates
- Save the investment record
Investment Types
Stocks and Shares
Equity investments in publicly traded companies
Bonds
Fixed-income securities with regular interest payments
Mutual Funds
Pooled investment vehicles managed by professionals
Term Deposits
Fixed-term bank deposits with guaranteed returns
Key Information Fields
| Field | Description |
|---|---|
| Investment Name | Name or description of the investment |
| Symbol | Trading symbol or identifier |
| Quantity | Number of shares or units owned |
| Purchase Price | Original cost per unit |
| Market Value | Current market value per unit |
| Total Value | Current total investment value |
| Gain/Loss | Unrealized gain or loss |
Best Practices
- Update market values regularly for accurate reporting
- Keep detailed records of all purchase and sale transactions
- Track dividend and interest income separately
- Monitor investment performance against benchmarks
- Maintain proper documentation for tax purposes
- Review investment portfolio regularly
- Consider professional advice for complex investments
Pro Tip
Regular market value updates ensure your balance sheet accurately reflects your investment portfolio's current worth.