4.1.3 Assets: Add Assets – Bonds

When you invest in bonds, you effectively lend money to a government or company at an agreed interest rate for a specified amount of time. The borrower promises to pay you interest at regular intervals, and to repay your loan at the end of the term.

To enter investments in Bonds, from the ASSETS TAB, select ADD NEW ASSET.

Mclowd displays:

Assets Tab Button Menu


Mclowd displays:

Assets|Add New

Select the Account.

Assets|Add New|Select Account


Select the Asset Class (Bonds) and Asset Category (Domestic or Foreign).

Mclowd now displays:

Assets|Add Assets|Bonds

Enter the Asset Name.

In Asset Type, choose Government or Corporate.

Enter your Certificate Number and the applicable Coupon rate (%).

Enter the date you purchased this Bond, and the date it Matures, by selecting from the popup calendar.

Enter the total purchase cost of the Bond.

Enter the Volume (number of units you hold)

Select the bank or loan account from which you drew funds to purchase this bond.

Click SAVE ASSET or SAVE & ADD ANOTHER if you have more Investments to add.

about the author:

Lorraine Cobcroft

With a background in accounting and financial management, followed by two decades writing software documentation, Lorraine joined the Mclowd team in mid-2016 and is enjoying working with a dynamic team to enhance an innovative product that has the potential to revolutionize the way Australians manage their retirement funding. Lorraine is also an accomplished business writer, ghost-writer, novelist and short-story writer and poet.

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