## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

[Back](./)

# How do I record the investments I’ve made in mutual funds?

To record the investments you’ve made in mutual funds, you need to create an account to track the investments. Here’s how:

*   Go to _Accountant_ on the left sidebar and select **Chart of Accounts**.
*   Click **\+ New Account** in the top right corner of the page.
*   Enter a suitable _Account Name_.For example, Mutual Funds.
*   Select **Other Current Asset** as the _Account Type_.
*   Enter the **Account Code** and provide a short **Description** for the account if required.
*   Click **Save**.

Now, to record the amount you’ve invested in mutual funds, you need to create an expense. Here’s how:

*   Go to _Purchases_ on the left sidebar and select **Expenses**.
*   Click **\+ New** in the top right corner of the page.
*   Select the _Expense Account_ (Mutual Funds in this case).
*   Enter the other necessary details.
*   Click **Save**.

* * *