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Adding Investment Accounts as Business Asset

CannaBoyCannaBoy Member Posts: 1

Hi, my business has investment accounts such as stock brokerage accounts, cd's etc. which are business assets. I want them to be included as assets for balance sheet reporting. Is there a way to add them to Wave?
Thanks

in Accounting Technical Support

Comments

  • ConnorMConnorM Member Posts: 1,229 ✭✭✭

    Hey @CannaBoy! You should be able to do this from within your Chart of Accounts, for sure! You can add them as asset accounts from there, which should let you have them included in reporting.

  • DennisKmetzDennisKmetz Member Posts: 1
    I have a similar question... Specifically at Chase I can see all of my banking accounts but none of my investment accounts. Is there a way for me to see both?
  • BarsinBarsin Member, Moderator Posts: 2,041 ✭✭✭

    Hey there @DennisKmetz

    Unfortunately our third party data aggregator does not support investment accounts. Typically they only support credit cards and the typical asset accounts (Checking and Savings).

    Thanks for reaching out in our community!

  • Brown_BearBrown_Bear Member Posts: 2
    I would support adding investment accounts.
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