Adapt existing accounting

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If you have already started to keep your double-entry accounting in another file, you can adapt it so that you can start with the accounting of securities without necessarily having to create a new file.

Add Items table

See how to add the Items table, enter your securities and divide them into categories as in the example. Complete the fields by entering all the information about your securities. Next, make sure that you display the Items column in the Transactions table, go to the Data->Display Columns menu and check the "ItemsId" column.

Adjusting the Chart of Accounts

Adapt your chart of accounts by inserting accounts for securities transactions.

In case you have started with another type of accounting, such as income and expenses, you will first have to convert your current file into a new "Double-entry accounting" file, for more information visit our Convert to new file page.

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