SIP and Mutual Funds

[Brucanna]

@keegan

How would I track the increase or decrease in market valuation in the following years - through Journal entries in the Mutual Fund - Market Value Adj and Revaluation ?

Yes, through Journal Entries

@keegan

Also can you be kind enough to show an example using inventory items

Have a read of this topic first, it relates more to the share market but the activity is similar

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?