What happens if I sell or liquidate an investment?
This article is for churches and charities that account on an accruals basis.
When an investment is sold or liquidated, its cash value will be deposited into one of your bank accounts.
In this example, we're going to liquidate Investment F1 96 with a balance of £1,000.
Within the bank match screen, find the income transaction with the funds transferred from the investment.
Click on it to 'Enter New Transaction' and record it as 'Investment Returned'.
When returning to the Investment Screen, you will now find the balance is zero and the 'X' button to close the investment is now available to click.
To help you better understand the Investments module as a whole, please visit the module overview page here.