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69.7. CD2A - Investments Made

CD2A - Investments Made

 To get a transaction to pull to the CD2 section A portion of the MO State Report, please take the following steps:

1. Create a new expense entry.
2. Enter the name of the vendor, amount, date, and reporting description. Also, enter any other relevant info.
3. Set the Reporting code to "INV - Investment" - this step is crucial, as it differentiates investments from standard expenses.
4. Save the transaction. When you go to generate the report, you should see the investment appear in that part of the report.