Investments Module Overview

The investments module allows you to record gains and losses for each of your different investments. It's simple and easy to use, but before you get started, you need to set up any investments that existed prior to using ExpensePlus in the fund settings screen as part of setting up your opening fund balances.

Watch this short video to learn more about the Investments Module:

Frequently Asked Questions:

  1. How do investments work?
  2. How do I record an investment purchase or the top-up of an investment?
  3. How do I record investment gains or losses?

Click here to view our other FAQs related to Investments.

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