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:
| Field | Description | Note |
|---|---|---|
| Under group | Here select the Investments account. | |
| Account Name | Here write your account name. | Mandatory field |
| Short/Alias Name | Here write your account short name | |
| Account holder’s name | Here write your bank account holder’s name. | |
| A/C no. | Here write your bank account number. | |
| IFSC code | Here write your bank IFSC code. | |
| Bank name | Here 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. |
