Investment Types

The Investment Types list lets you classify your investment accounts.

INVESTMENT TYPES BASICS
       When to Use Investment Types | Entering Investment Types | Using Simple Lists

RELATED TOPICS
       Appointment Types | Contact Types | Document Types | Investment accounts

When to Use Investment Types

Use Investment Types to identify types of Investment accounts.

For example, you might have classifications such as the following:

  • stocks
  • bonds
  • money market accounts
  • coins under the seat cushions

Entering Investment Types

To enter Investment Types, follow these steps:
  1. Choose Other Lists from the Options menu, and choose Investment Types from the submenu.
  2. Click the New button, and type in an item.  You can also double-click on an item and change the text.

NOTE-- The Investment Types list is a simple list of text.  For more about simple lists, click here.