Thanks for the reply@JPaperman. I guess with the accounts I'm proposing above, I'm trying to track:Investment A/C = total value of the investment account (say e...
In thinking this through some more, to tackle dividends and interest:Make a customer account for the investment firm the statement comes fromMake an income acco...
@JPapermanThis is the best explanation I have found on how to track investment accounts in QB. Thank you for taking the time.I'm wondering how dividends and int...
