SAV Academy · Advanced Modules
Investments
Purpose
Track investment holdings and their valuation and returns.
Who uses it
Owners and accountants.
Step by step
- 1Open Investments → New to record a holding.
- 2Update valuations periodically.
- 3Record income or gains/losses.
Key fields
| Holding | The invested instrument and cost. |
| Valuation | Current value for reporting. |
Practical example
Record a fixed deposit and its periodic interest income.
Accounting impact
Investment income and revaluations post to the ledger.