Creating Investment Accounts

Creating investment accounts is easy just follow the steps below.

***Note: Many financial institutions support Direct Connect account downloads for investment accounts. You can create a investment accounts by downloading account information using Direct Connect downloads and you can also setup Direct Connect downloads after you create the account manually by following the instructions below.***

Creating an Investment Account:

First open your existing SEE Finance file OR if you do not have one yet, create a new file by selecting "File" and then selecting "New SEE Finance File" from the Menu Bar (if you chose to create a new file skip down to step 3).
From the Menu Bar select "Accounts" then "New Account" OR click either action button under the accounts list.
The "Create New Account" sheet will then appear attached to the SEE Finance file's window. Make sure "Create Account Manually" is selected and click "Next".
On the next view enter your desired account name, select "Investment" for account type, and select the currency the account is based in. Then click "Next".
In the next view enter the account's initial balance (enter a positive value for a positive balance and a negative amount for a negative balance). Select an account subtype and click "Next" once again.
Verify the information is correct in the "New Account Summary" view and if it is click the "Finish" button and you're done!

See also