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[GH-ISSUE #3698] [Feature] Investment account type with book and market value #15762

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opened 2026-04-14 18:50:22 -05:00 by GiteaMirror · 1 comment
GiteaMirror commented 2026-04-14 18:50:22 -05:00
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Originally created by @JamiesonRoberts on GitHub (Oct 20, 2024).
Original GitHub issue: https://github.com/actualbudget/actual/issues/3698

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

With investments, you typically see a value which is the returns amount, as in, you have invested X but its worth Y due to growth. It would be good to have an investment account type which lets you track 2 values for it.

Describe your ideal solution to this problem

It would be ideal to be able to track 2 different values over time in a unique account type, the book value, or the amount that has been invested or earned due to dividends. As well as the market value, which is the current value if you were to sell.

This would let you track, not only the amount you have invested, but also the growth or loss of it over time. This would most likely needing to track 2 different points at the same time. How often the user chooses to record the market value should be able to be determined by the user, and how much they care to track the overall net value of it.

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Originally created by @JamiesonRoberts on GitHub (Oct 20, 2024). Original GitHub issue: https://github.com/actualbudget/actual/issues/3698 ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? With investments, you typically see a value which is the returns amount, as in, you have invested X but its worth Y due to growth. It would be good to have an investment account type which lets you track 2 values for it. ### Describe your ideal solution to this problem It would be ideal to be able to track 2 different values over time in a unique account type, the book value, or the amount that has been invested or earned due to dividends. As well as the market value, which is the current value if you were to sell. This would let you track, not only the amount you have invested, but also the growth or loss of it over time. This would most likely needing to track 2 different points at the same time. How often the user chooses to record the market value should be able to be determined by the user, and how much they care to track the overall net value of it. ### Teaching and learning _No response_
GiteaMirror added the featureneeds votes labels 2026-04-14 18:50:22 -05:00
GiteaMirror commented 2026-04-14 18:50:23 -05:00
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@github-actions[bot] commented on GitHub (Oct 20, 2024):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

<!-- gh-comment-id:2425168128 --> @github-actions[bot] commented on GitHub (Oct 20, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
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