Recording Income Or Capital Gains

To keep a record of your investments income like interest share and also dividends or capital gains which are issued by mutual companies here are the procedures.

One you should display the investment account register, this is by clicking the accounts and bills link then select the account list then the money will show pick an account to use this window. After that click on investment accounts, then the display comes up for the account register for mutual funds. The second thing to do is to state that you want to record your purchase and additional shares from the mutual fund, after that click the investment transaction link, and then this information is added at the bottom of the account registry, and to record a new transaction click the new button.

The next thing to do is state on which day the income or capital gains were received in the date box. You can either enter the information in the box provided or you can click the date box button to access the program's pop up calendar. Next click the investment box and select the mutual funds from the list of investment funds shown. To identify this particular transaction you will have to enter it as capital gains transaction, click on the activity box and then select the preferred activity from the list. If you are particularly in record interest click on interest, if you are recording a dividend then select dividend. After that select the necessary option that you need.