Tracking your Term Deposit investments is important to monitor your gains and overall portfolio growth. By adding them to the All Term Deposits table, you’ll have a clear record of your investments and their progress.
📌 Steps to Add a Term Deposit:
- Click the "Add Term De" sitbutton in the Term Deposits table to create a new entry.
- Add a recognizable name – Use a name that helps you easily identify the deposit, such as "MP2 - 2025", "RCBC TD100", or "BDO Peso TD".
- Enter the Principal Investment – Input the amount you deposited when you opened the account.
- Add the interest rate, start date and maturity date.
- Enter the Maturity Value – This includes the initial investment + interest or gains.
- Select the Currency – Choose between PHP or USD, depending on the currency of the term deposit.
Tracking your Term Deposit investments helps you monitor your initial deposits, gains, renewals, and overall portfolio growth.
By following these steps, you’ll have a complete record of all your term deposits, ensuring you can track gains and reinvestments easily. Happy investing! 🚀