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Werkzeuge für die Wertschriftenverwaltung. Berechnung des Gewinns oder Verlusts beim Verkauf einer Wertschrift. Verschiedene Berichte wie Wertschriftenverzeichnis, Wertschriftenbewertung und Wertschriftenbewegungen
Vorlage zur Erstellung einer Finanzplanung für ein Treuhand-, Buchhaltungs- oder Steuerberatungsbüro.
Double-Entry Multi-Currency Accounting with Integrated Investment Accounting
This predefined template provides a ready-to-use example of multi-currency double-entry accounting with integrated Investment Accounting for high-net-worth individuals (HNWIs).
Investments can be managed in different currencies, together with the main components of personal wealth, including bank accounts, real estate, other personal assets, liabilities, income, and costs.
Individual investments, such as shares, bonds, and funds, are managed through the Items table and the corresponding Investment Balance Sheet Accounts, providing a complete view of the individual's investments, financial position, and results.
Investments can be managed in different currencies, together with the main components of personal wealth, including bank accounts, real estate, other personal assets, liabilities, income, and costs.
Individual investments, such as shares, bonds, and funds, are managed through the Items table and the corresponding Investment Balance Sheet Accounts, providing a complete view of the individual's investments, financial position, and results.
Double-Entry Accounting with Integrated Investment Accounting
This predefined template provides a ready-to-use example of double-entry accounting with integrated Investment Accounting for high-net-worth individuals (HNWIs).
All investments are managed in the accounting base currency, together with the main components of personal wealth, including cash and bank accounts, real estate, other personal assets, liabilities, income, and costs.
Individual investments, such as shares, bonds, and funds, are managed through the Items table and the corresponding Investment Balance Sheet Accounts, providing a complete view of the individual's investments, financial position, and results.
All investments are managed in the accounting base currency, together with the main components of personal wealth, including cash and bank accounts, real estate, other personal assets, liabilities, income, and costs.
Individual investments, such as shares, bonds, and funds, are managed through the Items table and the corresponding Investment Balance Sheet Accounts, providing a complete view of the individual's investments, financial position, and results.