Adding a transaction to a Cash AccountContent also available for tax entities or on our global site.
1 – On the Portfolio Overview Page, click on the Cash Account.
2 – On the Cash Account page, click ‘Add Transaction’.
3 – Select the date of the transaction from the calendar.
4 – Select the transaction type from the dropdown menu.
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.
Last modified on June 7, 2023 UTC