# Basic process for handling investments **URL:** \ **Category:** Uncategorized\ **Created:** [February 23, 2017, 12:44pm UTC](https://forum.manager.io/t/basic-process-for-handling-investments/8707 "2017-02-23T12:44:05Z")\ **Posts on this page:** 4\ **Page:** 1
**Author:** ![David\_Trident](https://avatars.discourse-cdn.com/v4/letter/d/5e9695/32.png) [@David\_Trident](https://forum.manager.io/u/David_Trident)\ **Post date:** [February 23, 2017, 12:44pm UTC](https://forum.manager.io/t/basic-process-for-handling-investments/8707/1 "2017-02-23T12:44:05Z")
I am a sole trader who has almost zero accounting skills so all this is new to me, although from what I have used with the program so far it seems very intuitive! I have a requirement to borrow money from time to time from a benefactor and want to know the basic steps I need to take and what accounts/journals/entries I need to make to handle receiving those investments and putting them into my Cash Account and then what I need to do when I pay them back. Basically I’m looking for a Dummies Guide! Thanks ---
**Author:** ![Brucanna](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/brucanna/32/1960_2.png) [@Brucanna](https://forum.manager.io/u/Brucanna)\ **Post date:** [February 23, 2017, 12:54pm UTC](https://forum.manager.io/t/basic-process-for-handling-investments/8707/2 "2017-02-23T12:54:44Z")
It is quite simple . Under Settings - Chart of Accounts you would create a Balance Sheet Liability account called “Benefactor Loan” or any other suitable name. Assuming that you have already set a Bank account under the Cash Accounts tab, then you would Receive Money when the benefactor advances you the funds and Spend Money when there are any re-payments, Have you read any of the Guides, if not, then click on Guides below. They will explain the above in fuller detail. > [@Guides](https://forum.manager.io/t/guides/7040/1): > > New to Manager? Well you’ve come to the right place. This topic has tons of links to great guides that you might want to start exploring. Be sure to keep coming back as we are constantly adding new guides and refining existing ones. Getting Started Introductory guides to get you started. Guide Author [Create new business](https://forum.manager.io/t/create-new-business/6240)[@lubos](https://forum.manager.io/users/lubos)[Getting help on the forum](https://forum.manager.io/t/getting-help-on-the-forum/7857)[@Tut](https://forum.manager.io/users/Tut)[Changing language](https://forum.manager.io/t/changing-language/5516)[@lubos](https://forum.manager.io/users/lubos)[Changing reporting period](https://forum.manager.io/t/changing-reporting-period/5490)[@lubos](https://forum.manager.io/users/lubos)[Choosing accrual or cash basis accounting](https://forum.manager.io/t/choosing-accrual-or-cash-basis-accounting/7129)[@Tut](https://forum.manager.io/users/Tut)[Closing an accoun…](https://forum.manager.io/t/closing-an-accounting-period-in-manager/7470) ---
**Author:** ![David\_Trident](https://avatars.discourse-cdn.com/v4/letter/d/5e9695/32.png) [@David\_Trident](https://forum.manager.io/u/David_Trident)\ **Post date:** [February 23, 2017, 1:17pm UTC](https://forum.manager.io/t/basic-process-for-handling-investments/8707/3 "2017-02-23T13:17:15Z")
Thanks - just what I needed! ---
**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\ **Post date:** [January 18, 2023, 3:28pm UTC](https://forum.manager.io/t/basic-process-for-handling-investments/8707/4 "2023-01-18T15:28:16Z")
Closed on January 18, 2023, 3:28pm UTC