The latest version (22.1.15) is adding Investments tab. [image] The purpose of this tab is to track book value and quantity of marketable securities (e.g. shares). Currently, the tab is a simple register. [image] Purchase of investments can be recorded using a control account called Investment…

[image] Tut: In many, possibly most, cases, you do not know whether an investment will be held for a statutory long term or not when you make the investment. It would depend on the accounting requirements on every country or GAAP. On IFRS, you must decide whether the investment will be dispos…

@lubos control account is not available for investment currently, hope to implement it soon

I have given several Analyzer/Machine to my customers Free of Cost. The ownership of these analyzers is mine. Customers only purchase consumables for those Analyzers regularly. Should I put these Analyzers to Investment Tab?

No it is not part of investment tab which was established for trading in stock / shares. The Analyzers are your assets and should be recorded in Manager as such and the payments you made to purchase these assets should be recorded against them. You sell the consumables so I assume you would invoice…

New to this Forum. Like the new Investments functionality, Lubos. It is a good addition. I am using Special and Control Accounts for recording Investments and this work-around delivers an adequate solution. The Custom Reports also provide the required listings (Summary and Detail levels) to track…

[image] ihp: Will it be a significant programme modification to include of the “qty” field in the Journal Entry Form? Journal entries already include a quantity field in the only context where it makes sense, transactions involving the Inventory on hand account—after an inventory item has bee…

@ Tut, Thanks for a very quick response. Yes, Inventory is an overkill solution for Investments - though principles are very similar. Simplicity and the ease of use provide for good User Experience of Manager without detracting from the functionality of the solution for complex transactions. Perh…

[image] ihp: …please do reconsider how quantity and cost tracking in Investments… This is not something for me to consider. I’m a forum moderator, not the developer. There is a long way to go before the Investments tab is suitable for real-life investment management.

[image] lubos: Purchase of investments can be recorded using a control account called Investments [image] Omnipotent.inc: Investments should be classified in two categories [image] Ealfardan: Manager provides all the tools necessary for the users to setup their investment accounts …

[image] Patch: Am I missing something or is this functionality not available? Just checked yesterday after updating. This functionality is not yet available. [image] Patch: So how are you actually using Control accounts with Manager Investments? He is probably saying that he doesn’t u…

Added "Investments" tab

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Added "Investments" tab

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