The second step in the process of establishing amortization rules in Eagle Accounting is to create the actual amortization rules. In the Amortization & Accretion Rules panel, Eagle Accounting allows you to set up separate amortization rules for tax lots purchased at a market discount and market premium, based upon taxable status, at an accounting basis-level, at a specific processing security type-level, at an amortization/accretion rule type-level, and at a specific primary asset ID-level. For detailed information about each option, see
The following topics describe how to manage amortization and accretion rules.
- About Changing Amortization & Accretion Rules
- Create Amortization & Accretion Rules
- Edit Amortization & Accretion Rules
- Example: Edit an Amortization Rule
- Delete Amortization & Accretion Rules
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