Add an investment
Track investments including cost, current value, and returns.
To manage your investments, you can track their cost, current value, dividends or interest received, and unrealised gains. When adding a new investment, you'll have the option to match it with existing records or track it as a new item. This ensures accurate financial reporting and helps you monitor your investment performance over time.
Step-by-step
- 1Go to Transactions
Navigate to Transactions in the sidebar to access the AI Bank Transactions Center.
- 2Review special items
Locate the investment transaction under the 'Review Needed' tab. Special items like investments will prompt a dialog when you attempt to approve them.
- 3Choose tracking method
In the dialog, select 'Match existing' if the investment is already recorded, or 'Track as new item' to set it up now.
Setting up the investment now is recommended for accurate tracking.