Record ISA investment (personal)

Hi, I’m using QF for personal accounting and am not sure which category to place an investment into an ISA which is paid from the Current Account. I have the ISA set up ok as an Equity Acocunt. The same question applies for Pension Contributions which I have yet to set up.
Thanks in advance
Aubrey

Hello @aubreymg

I would say the ISA setup is correct.

I did find this in the forum if you are a sole trader.

However, I would recommend seeking guidance from your accountant as I am not an accountant nor bookkeeper.

1 Like

This topic was automatically closed after 7 days. New replies are no longer allowed.