Return on Investments

Feedback & Ideas
1

At present I have a number of investments which have been added as manual accounts (as it is not possible to link to these via open banking). When the value of the investment changes the intention would be to add a manual transaction equivalent to the value of the change with the new total value updated accordingly. Would it be possible to also add something in here that shows the total return on the original investment.

For example if an original investment of £1000 increased in value to £1100 the return would be 10%. If after a further period the investment reduced in value by £50 to £1050 then the return would reduce to 5%.

Hope the above makes sense?

1 Like
2

A way to go this with Pro is to add whatever you deposit as a manual account under Other Assets, then create a manual account for the income/losses only.

However, tracking the value manually is just a pain…