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Add a Category (Account) to Chart of Accounts
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An Instruction Guide - Chart of Accounts
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Cannot Delete a Category
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Cashing Out a Maturing Investment and Closing the Account
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Creating an Investment Bank Account
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Creating SGF Investment and Investment Interest Categories
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Including Investments in Year-End Reporting
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Investments - How to Record
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New Category / Account - How to Add
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Reconciling the Investment Account and Recording Interest
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Rename a Category
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Setting Up Category Umbrella Types for Investments
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Transferring Interest to the SGF Account (Optional)
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Understanding Investment Tracking Options
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Viewing Investment Values on Reports (#8, #10, #18)