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  1. Simple Fund 360 Knowledge Centre
  2. Common Support Queries
  3. Chart of Accounts

Chart of Accounts

  • Adding Bank Accounts to the Chart of Accounts
  • Adding Shares in Listed Companies to a Fund's Chart of Accounts
  • Contact name not updating in Chart of Accounts
  • How do I set up a managed portfolio of listed Australian shares and trusts as one asset?
  • How to make an account inactive in the Chart of Accounts
  • How to reactivate an account in the Chart of Accounts
  • Non Tax-Deductible Expenses
  • Setting up Term Deposits for the Bank Data Service
  • Unable to locate Bank Account.
Simple Fund 360 Knowledge Centre