How do I add an opening investment balance?
This article is for churches and charities that account on an accruals basis.
You can add opening investments when setting up your opening fund balances (which is part of the 5 setup steps).
You can get to this screen by selecting the 'Opening Balances' option from the Fund Settings screen.
For more help on setting up opening balances, view this helpguide article: Setting up Opening Fund Balances
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
To help you better understand the Investments module as a whole, please visit the module overview page here.