Investment
Version: 1.0.3
Route: /investment
Who can access: Signed-in users.
Screenshot
What this page does
Lists accounts whose Account Type is Invest or Investment. Track portfolio-style balances and open each investment account’s journal.
Layout at a glance
- Title Investment with info tip
- Search: Search accounts…
- Account table: SR., ACC Name, Phone Number, ACC Type, Cash Type, Balance
- Total of listed investment balances
Steps
Review investments
- Open Investment from the sidebar or the Dashboard Investment card.
- Review each account’s Balance.
- Use Total for the filtered set.
Search and open a ledger
- Use Search accounts… if the list is long.
- Select ACC Name to open Transactions for that investment.
Add investment accounts
- Create or edit accounts under Accounts.
- Assign Account Type Invest or Investment (manage types under Account Type).
- Return here to see them in the list.
Errors & edge cases
- Empty list: No Investment accounts yet.
- Info tip: accounts with Account Type Invest or Investment.
- Classification is by account type name, not by Settings multi-select filters.