create categories for assets

Leonard's Avatar

Leonard

12 Oct, 2019 04:37 PM

How can I create categories for assets? When I try to add an investment I have to select a category. But the only categories I can create are income or expense.

  1. 1 Posted by barny.blue on 13 Oct, 2019 05:56 PM

    barny.blue's Avatar

    Hi,
    What are you trying to do? Might be easier to answer with an example. Categories, as I understand it are for expenditure and income, i.e. money that makes a difference to your net worth.
    If you're transferring money into an asset, put the originating account as the category - that will transfer the money.

  2. 2 Posted by Leonard Matz on 13 Oct, 2019 06:22 PM

    Leonard Matz's Avatar

    Thanks for looking into this. I would like to list a dozen certificates of deposit. For each, I want the amount, the rate, the issue date, the maturity date and the issuing bank

    Sent from my iPhone

  3. System closed this discussion on 12 Jan, 2020 06:30 PM.

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