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Practical guide to precision financial planning for accounting experts. Step-by-step explanations on how to prepare financial planning with the same accuracy and rigor used when recording actual accounting transactions.
The Investment Accounting Extension provides a wide range of commands and reports for investment accounting in Banana Accounting. It is designed to work seamlessly with files configured for investment accounting.
The Account Card: Current vs Budget extension allows you to display and compare, for a selected account, both current account card transactions and budget account card transactions side by side in a single report.
This predefined multi-currency template provides a ready-to-use example for working with Banana Investment Accounting and its Investment Accounting Extensions.
It includes an Items table with examples of shares and bonds, a Transactions table with the columns required to enter the Item, Quantity, and Unit Price, and an Accounts table with sample accounts for recording investment transactions, including realized investment gains and losses, bank charges, and exchange rate gains and losses.
The template also includes the Exchange Rates table for managing investments denominated in foreign currencies.
The Item Price is configured with a precision of 12 decimal places.
It includes an Items table with examples of shares and bonds, a Transactions table with the columns required to enter the Item, Quantity, and Unit Price, and an Accounts table with sample accounts for recording investment transactions, including realized investment gains and losses, bank charges, and exchange rate gains and losses.
The template also includes the Exchange Rates table for managing investments denominated in foreign currencies.
The Item Price is configured with a precision of 12 decimal places.
Start easily and for free with a ready-to-use template for managing your company’s accounting and investments.
Record your investment transactions directly within double-entry accounting and get an up-to-date Balance Sheet, Income Statement, and investment portfolio information.
This template is ideal for companies and individuals who need a simple and professional solution for managing investments in the base currency while keeping them fully integrated with their financial accounting.
Your accounting data remains stored locally on your computer, and no registration is required.
Record your investment transactions directly within double-entry accounting and get an up-to-date Balance Sheet, Income Statement, and investment portfolio information.
This template is ideal for companies and individuals who need a simple and professional solution for managing investments in the base currency while keeping them fully integrated with their financial accounting.
Your accounting data remains stored locally on your computer, and no registration is required.