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We provide two predefined accounting templates to help you get started:
Both templates are preconfigured with sample Investment Balance Sheet Accounts and account groups, providing a ready-to-use starting point for managing investments with Banana Investment Accounting. The chart of accounts can be customized to suit your specific requirements.
The Double-Entry Accounting template is suitable for managing investments in the base currency only.
The Multi-Currency Accounting template allows you to manage investments denominated in foreign currencies. The Exchange Rates table is used to define the currencies and exchange rates, while the Accounts table includes the accounts required to record exchange rate gains and losses.