Investment Types

The Investment Types list lets you classify your investment accounts.

HINT-- Investment Types allow you to classify and find investment records in the Goldenseal accounting software.

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

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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
• piggie banks
• 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.

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