Investments
Investments Overview
Section titled “Investments Overview”Investments keeps long-term holdings and recurring investment plans separate from everyday spending. Use it to track a holding’s value, activity, linked account, and contribution schedule.
Add or Edit an Investment
Section titled “Add or Edit an Investment”Choose the investment type, give it a clear name, and enter the opening amount or current value. Add an associated investment account when available, then set the start date, maturity date, and recurrence for a one-time plan, SIP, RD, or other recurring contribution. Confirm the category only when you want investment activity reflected there.
Goals & Holdings
Section titled “Goals & Holdings”An investment holding can be linked to a Savings Goal. Its current valuation contributes to that goal’s displayed progress alongside cash savings. Linking does not move money or delete the holding; unlink it when the investment no longer supports that goal.
