General guidance setting up multiple stock market accounts

[Brucanna]

@Indinfer

which Customize options would I need

As all transactions are generally in cash, you wouldn’t need Customers, Sales Invoices, Suppliers, Purchase Invoices and associated quotes & orders.

The main ones in addition to the default four would be
Cash Accounts - for the trading accounts
Inventory Items - for the shareholdings
Special Accounts - to group particular items
Capital Accounts - representing the sub-business (or alternatively direct BS Accounts)

In addition you need to review particular items under Settings, such as Inventory Locations, chart of accounts and perhaps capital sub-accounts.

The biggest consideration is setting up the P&L due to the different income sources

The below topic includes a detail discussion and examples

Can Manager handle investment tracking?

I need to include the value of my employer’s share, bond and unit trust investments in the balance sheet. These investments are bought or sold fairly regularly. And the prices change daily, though in practice I only normally update the prices when I print a monthly report of their current valuation. How would you recommend is the best way to record this in Manager? Or would you consider producing a specific investment module?