Issue

How do I set up crypto-currency investment in Class?

Resolution

There are two options to set up a crypto-currency investment in Class:

Option 1: Set up the crypto-currency via an investment account

Refer to our User Guide page Investment Account Menu Options for instruction on how to manually add prices.

Option 2:  Set up the crypto-currency via a custom holding account 

Set up the crypto-currency via an Investment Account

Navigate to Fund Level > Investments > Investment Account

1. Create the Investment Account
2. Set up a new security issue code for each crypto-currency.

Set up the crypto-currency via a Custom Holding Account

Navigate to the Fund Level > Investments > Custom Holding Account

Create the Custom Holding Account 

Refer to Custom Holding Account in our User Guide for how to record acquisitions, disposals and income for crypto-currency.