Here you are able to manage your Investments account.

Create Investments account:

  • Go to the Account module in the left sidebar
  • Click on Create account button or press the Alt+N key
  • Select Investments ledger on the Under group ledger drop down list.

Field information for Investments ledger:

Under groupHere select the Investments account. 
Account NameHere write your account name. Mandatory field
Short/Alias NameHere write your account short name 
Account holder’s nameHere write your bank account holder’s name. 
A/C no.Here write your bank account number. 
IFSC codeHere write your bank IFSC code. 
Bank nameHere select your Bank. 
Opening Balance  Here put the your ledger opening balance 
Is Active?Here if you select “Yes” then this account is shown in all modules and if you select “No” then this account is not shown in all modules.