Investments

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:

FieldDescriptionNote
Under groupHere select the Fixed Assets ledger 
Ledger nameHere write your ledger name. Mandatory field
Short/Alias NameHere write your ledger 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