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Extensible Markup Language  |  2003-06-18  |  2KB  |  34 lines
  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="core" tNum="288268" author="sallyh" xmlns="x-schema:hhTopicSchema.xml"><index><title>Enter an opening cash balance in an investment account</title><category>investing</category><klink type="prcdr">How do I enter an opening cash balance in an investment account?</klink></index>
  4.     <content>
  5.         <!-- This file included Canadian-specific markup -->
  6.         <extend>
  7.             <tease>Why?</tease>
  8.             <reveal>
  9.                 <p>The Cash Transactions register monitors the cash flow to and from your investment account. Enter your opening cash balance so that you can balance your account and keep an accurate record of your net worth.</p>
  10.             </reveal>
  11.         </extend>
  12.         <ol>
  13.             <li>On the <emph>Investing</emph> menu, click <emph>Portfolio</emph>.</li>
  14.             <li>Click the investment account you want, and then click <emph>Change Account Details</emph> in the left pane.</li>
  15.             <li>Under <emph>Cash portion details</emph>, enter the opening cash balance for this account in the <emph>Opening balance</emph> box.</li>
  16.             <li>Click <emph>Done</emph>.</li>
  17.         </ol>
  18.     </content>
  19.     <footer>
  20.         <extend>
  21.             <tease>How do I see the Cash Transactions register in my investment account?</tease>
  22.             <reveal>
  23.                 <ol>
  24.                     <li>On the <emph>Investing</emph> menu, click <emph>Portfolio</emph>.</li>
  25.                     <li>Click an investment account.</li>
  26.                     <li>In the left pane, click <emph>Cash Transactions</emph>.</li>
  27.                 </ol>
  28.             </reveal>
  29.         </extend>
  30.         <include href="Deleteanassociatedcashaccount.xml#xpointer(*/index/klink)"/>
  31.         <include href="LearnaboutTheCashTransactionsSectionInYourInvestmentAccount.xml#xpointer(*/index/klink)"/>
  32.     </footer>
  33. </topic>
  34.