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Investments

  • Transferring Assets or Liabilities from another organisation
  • How do I add an opening investment balance?
  • How do I record investment gains or losses?
  • How do I record an investment purchase or the top-up of an investment?
  • What do I do with investment management or administration fees?
  • What happens if I sell or liquidate an investment?
  • How do I record a transfer between investments?

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