In Eagle Accounting, an entity is another name for a portfolio. It is a collection of investments owned by the same individual, corporation, partnership, or trust. An entity tracks your trade activity and maintains account positions, as well as all income and expenses.
WRITER NOTE: consider note that links over to PDF Data Management type entity or a new section that describe the different types of entity setup and provides a link
- Manage Accounting Entities
- Create/Edit Entity Panel Options
- Manage Entity Lists
- Manage Reporting Composites
- Manage Account Cross References
- Manage Accounting Bases for Entities
- Add a Basis to a Portfolio Panel Options for Entities
- Manage Accounting Periods
- Manage Accounting Period Close Rules
- Period Close Rule Panel Options
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