How should investments be recognized on a balance sheet?

This is the workflow we recommend to folks for a simple method to prevent it inflating cash flow in the Foundation budgets. You might have two categories if the investment accounts are also linked. The inflow (to the investment account) would be a hidden income category, and the outflow (from your checking acct for example) would be a hidden expense. If you use transfers they’re hidden by default.

We hope to offer position history data in the future for more granular investment tracking. We also have a quick resource on the Help Center (which will probably soon move into the Community due to the experimental nature of it).

Still probably not as good as brokerage tools.

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