Investments Module Overview
The Investments module in ExpensePlus allows you to:
- add investments to your balance sheet;
- manage investments by recording gains and losses.
Before you get started, you need to set up any investments that existed prior to you using ExpensePlus in the fund settings screen as part of setting up your opening fund balances.
You can see more details on setting up your opening fund balances in this help guide article.
Watch this short video to learn more about the Investments Module:
Frequently Asked Questions:
- How do I add an opening investment balance?
- How do I record an investment purchase or the top-up of an investment?
- How do I record investment gains or losses?
Click here to view our other FAQs related to Investments.
Note: You only need to record investments in ExpensePlus if you prepare your accounts on an accruals basis. If you account on a receipts and payments (cash) basis, at each year-end, you simply need to state the total value of your investments at that point in time on your assets and liabilities statement.
Learn more about this here: Choosing your Accounting Basis when setting up ExpensePlus