Example Templates for Investment Accounting

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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.

They all include: 

  •     Items Table, with example titles.
  •     Balance sheet accounts for securities (they use accounts names and not numbers.
  •     Profit and loss accounts for profits and losses on securities.
  •     For multi-currency accounting, accounts for exchange gains and losses.
  •     Transactions table with example recording .

 

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