Adding a transaction to a Cash Account

1 – On the Portfolio Overview Page, click on the Cash Account.

Adding a transaction to a cash account step one

2 – On the Cash Account page, click ‘Add Transaction’.

Adding a transaction to a cash account step 2

3 – Select the date of the transaction from the calendar.

4 – Select the transaction type from the dropdown menu.

Adding a transaction to a cash account step 3 & 4

5 – Type the amount of the transaction in the ‘Amount’ field.

6 – Type a description of the transaction for your reference in the ‘Description’ field. The transactions can be searched for by the description.

7 – Click ‘Add Transaction’ to save the transaction to the Cash Account.

Adding a transaction to a cash account 5, 6 & 7

Last modified on February 20, 2018 UTC