 All right, so first let's set up some accounts that we're going to be putting our investments into. So I'm going to go to the tab to the right. I'm going to right click on left. I'm going to right click on it and duplicate it. And then I'm going to pull that to the left. And then I'm going to go into my chart of accounts, which is on in the accounting view under accounting. And then there's our chart of accounts. If you're under the business view, by the way, the chart of accounts are located under the bookkeeping and then manage and chart of accounts. So let's first just add the accounts that we're going to be putting in place for the investments. And then the investments when we initially invest in like stocks and bonds, we'll see it come through the checking account with the bank feeds and we'll have to record it then. So I'm going to record it as an investment. So I'm going to make like I'm going to try to make a parent investment account. And then I'm going to put sub accounts for the institutions that I'm investing in. This is one method that you could use. So I'm going to say a new account. And I'm going to say it's an asset account. And I'm going to make it an other current asset account, other current asset. And so you could try to make it like if you're trying to link to your financial institution, then you might be able to make it like a bank type of account and link to the financial institution. You could try you can think about setting that up because the finances or stocks and bonds with some financial institutions may be able to give you bank feed data similar to what you have in the checking account. But what I'm going to do here is set it up as an other current asset and think about just making periodic adjustments to it. So I'm going to hit the I'm going to say other current asset. We're going to go then this is going to be I'm going to say other current asset. I'm not too worried about the tax category here. I'm just going to pick one. So I picked investments other. And then I'm going to call it investments. So investments. This is going to be what I'm going to call my parent account. And then I'll put the other investments within it. Here's what it shows down here. That's where it's located in the chart of accounts. I'm going to say okay. So if I scroll down I should have an other current asset type of account of investments. Now within under investments I'm going to put a subcategory of the places I'm investing in which would be like a vanguard possibly or your bank Bank of America or I'm going to say or like an E trade. So I'm going to say new and I'm going to make it another asset account. It's going to be an other current asset account. But it's going to be under investments. So it's going to be a subsidiary account of investments. And I'm going to say that it's going to be I'm going to call one B of a I'm going to say we have investments in stocks and bonds with the institution of Bank of America. Let's say and then I'm going to say save it. So now when I start to populate this on the balance sheet I'll have a parent account of investments and then Bank of America investments. Now I'm not thinking about checking account saving account here. I'm thinking about investment accounts like stocks and bonds with them that I would be tracking in here. Now note you could make investments and break it out other ways. You could say I'm going to break it out by mutual fund. You might have one mutual fund that basically covers everything or you might have multiple multiple mutual funds for example. And so you could break it out by mutual fund. But if you're planning on having many mutual funds that gets quite tedious even that right. So you might want to say hey look I'm going to look at that detail of multiple mutual funds. When I go to my actual Bank of America reports there here I just want to summary so I can see a snapshot of my balance sheet and record the income periodically. Another way you might do it is you might say I'm going to make subcategory groups based on the type of investment like stocks and bonds for example. But even that becomes difficult for small investors oftentimes because you're often investing in mutual funds that might have a mix between stocks and bonds. Another way you might do it on the personal side is to make sub accounts for short term and long term investments whether or not the investments are under the umbrella of like an IRA or 401k or retirement plan or not. Because if they're under a retirement plan those would be long term investments so you might have a long term investment by institution for those that are under a retirement plan and then short term investments by institution for those that are not under the retirement plan. And then the idea would be that any investment that goes into the investment account I would see because it would come out of the checking account and I can just record the other side to the investment. Any decrease in the investment that I'm taking out that's going to the checking account I would see as a deposit to the checking account and I can then record the other side to the investment account when it comes out. But we also have dividends and interest which we might take out and put into the cash account at which point we'll see them being drawn out into cash and we'll be able to record them as income when we receive them or you might reinvest them into the investment account. In that case we're going to have to pick them up possibly periodically kind of like in the statement in order to pick up the investments to show that increase and we have this change of the investments meaning they could go up or down in market value over time. So then we have to think about am I going to record my investments at real time even though I have not yet sold them. So I'll talk more about that in a second. Let's add one more account under here I'm going to say new and I'm going to make this an asset account too. It's going to be an investment account and I'm just going to call this Primarica. Primarica that's going to be another financial institution we're imagining we're investing stocks and bonds under. Okay so those are the general concept.