Investment Settings

Jeff Leclere's Avatar

Jeff Leclere

11 Feb, 2019 06:15 PM

What do I put an Investment as? If I initially invested in a company, being paid out dividends, and want to track that? Every time I put it as an investment it asks for Securities but its not a publicly traded company yet.

  1. 1 Posted by dwg on 11 Feb, 2019 09:35 PM

    dwg's Avatar

    I'm a fellow user.

    It does not have to be a listed company.

    Investments work on a structure that you have an Investment account and then you have the securities you own in the investment account. Some equate an investment account to a brokerage account and the securities to the shares you have purchased through this broker. But this is completely arbitary, for example you may setup each company you own shares in as an Investment account and the shares as the security.

    So you need to create a security for the Investment you have and add it to the Investment account. Purchases and sale of the investment is made against the security and any dividends are also against the security. Think of the Investment account as just being the container that holds the investment, not the investment itself.

    The knowledge base articles may help you with background and also how to do things.

  2. System closed this discussion on 13 May, 2019 09:40 PM.

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