Example Templates for Investment Accounting

If you have an existing accounting file you need to Adapt for the Investment accounting.

The following Accounting templates have been designed as examples for the securities management:

• Multi-currency Example Template with accounts, tables, and example transactions
  Template with Balance sheet accounts for Investments (they use accounts names and not numbers), Items table, Profit and loss accounts for profits and losses on securities, and accounts for exchange gains and losses.
  The tutorial file contains examples of investments and transactions.
• Double-entry Example Template with accounts and tables
  Template with Balance sheet accounts for Investments (they use accounts names and not numbers), Items table, and Profit and loss accounts for profits and losses on securities.