Investment Bookkeeping
- How do I transfer shares from Canadian dollars into US dollars?
- Can the worksheet generate a summary for each individual investment?
- How do I use the Investment Bookkeeping worksheet?
- How often do you update your rates?
- If I download a CSV/Excel report from the investment account, can the information be copied into TTI’s Investment Bookkeeping worksheet?
- Is it best to use separate worksheets for separate currency accounts? For example, if a client has both a US account with US transactions and a Canadian account with Canadian transactions, should you use two worksheets?
- How do I complete cash transfers with the Investment Bookkeeping worksheet?
- What is the difference between the Asset Type “Shares” and “Shares – SBC” in the Investment Bookkeeping Worksheet?
- How are currency gains (losses) determined in the Investment Bookkeeping worksheet?
- What is the purpose of the Investment Bookkeeping Worksheet?
- How do I change the name of an investment asset in the Investment Bookkeeping worksheet?