Investments Tab - BC Bookkeeping Tutorials|dwmbeancounter.com

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Investments Tab

Manager Menu-Tabs > Investments Tab
Investments

Manager can help you track investments in marketable securities in the Investments tab. As used in Manager, investments do not include depreciable fixed assets, loans to outside entities, capital contributions by owners, or inventory held for sale or production. Investments include, but are not limited to:
  • Shares of stock issued by other companies
  • Marketable bonds
  • Mutual funds
  • Exchange-traded funds

Essentially, an investment is something that can be bought or sold that represents an asset held to generate current income or future capital appreciation outside normal business operations.

Refer to Manager's Investments Instructions if you want to use this feature.
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