Asset classes

Asset classes

Asset classes group assets according to their technical and accounting function. They support account mapping and structured reports.

That's what you use this page for

• The name and description identify the class.
• The account mapping connects the class to the designated investment account.
• The class is available as a selection in the chart of accounts.

Safe process

1. Reconcile classes with chart of accounts and reporting structure.
2. Assign clear names and appropriate account assignments.
3. Allocate an asset and check the balance sheet and asset history.

Then check

• Class, investment account and report presentation fit together technically.

Related topics

• Chart of accounts
• Fixed assets
• Asset overview

Frequently asked questions