Investments

[Amazone]

Please explain account type:

Cash - this is cash and bank movements
Credit??

For investing in Money I had Investment accounts They were to separate the investments in different currencies
Portefolio was the total of all Investment accounts - I also used a seperate portefolio to track interesting investments that I thought of buying.
I had different bank accounts for investments
So how would I go about it in your program?

Investment
Asset
Portefolio cash
Portefolio Holding


Sorry but cannot find anything but titles in help.
Edited and corrected > I found help on internet here https://moremoney.app/help/Securities.html

[Campbell]

Cash : Keep track of simple cash balances, such as Checking, Savings, Current, where the balance is usually positive
Credit : Credit card balances, where the balance is usually negative
Investment : This is basically the same as Cash, but it will be categorised separately. You can use this to keep track of investments by balance only. I'm not sure whether I should remove this, as I added it before I had implemented Portfolios.
Asset : Where you want to keep track of the value of something only, such as cars, boats, houses, artwork etc.
Loan : Where you want to keep track of money you owe, such as debts.
PortfolioCash / PortfolioHolding / PortfolioCrypto : These should not be available in the dropdown, I will be removing these.

In More Money, you can create a Portfolio, which is basically a collection of accounts to keep track of held investments. You would use this to keep track of stocks/shares, mutual funds, pensions, crypto-currencies etc. So I think this is what you want to use. To create a "watch-list" of investments you are interested in, you can select the portfolio, make sure you have checked the Stocks/Shares checkbox on the Details tab, then select Buy Investment. Then add a zero quantity of the investment you are interested in. It will then add this to the Holdings list.

[Amazone]

In the Help file I see 6 items. In the program there are only 5. Securities are missing.
Probably they will be added later.

[Campbell]

Sorry, only 5 what? Account types? I removed the types that should not have been there, so 5 is currently the correct number. Where do you see 6?

[Amazone]

In help : https://moremoney.app/help/StaticData.html
Static data: Payees - Currencies - Categories - Scheduled Transactions - Securities - Prices and FX rates.

In the program I see tabs for all but securities

[Campbell]

Oh, I see. Yes, I will add Securities later, so you can see all the ones you have in a list. In the meantime, you can edit the securities from the prices list, or from your portfolio.