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How to Add Income Expenditure Transactions

You can view all transactions associated with a Portfolio Account by clicking on the 'income/expenditure' tab, or alternatively you can click on one of the Investment tabs to view only investment related transactions.


You can use the income/expenditure tab to input all income and expenditure transactions associated with that account. For example if you have a bank account, you would enter interest charges from the bank into the income/expenditure section.


The following steps provide an example of how to input an income/expenditure transaction.


Step 1: Select the account that the you would like to add a transaction to

To add 'income/expenditure' transactions to an account, you can use the drop down navigation menus to go directly to the income/expenditure section of the account that you would like to add the transactions to, as illustrated in the following screen shot:


Portfolio Accounts Actual Income.png


Step 2: Add the transaction

The page is split into two sections:

  • Summary,
  • Income and Expenditure Transactions


To add, edit or delete transactions, click on the "add/edit" within the 'Income and Expenditure Transactions' section, and add your entry as illustrated in the following screen shot.


Income Expenditure Overview 2.png


In this example we will add an expenditure transaction of the type 'bank charge', which we will give the description 'Margin Interest', of the value £3.58.


Income Expenditure Overview 3.png


Click the "add" button when you have input the transaction details; this will update the account and when you have finished adding transactions, click the "done" button.


Income Expenditure Overview 4.png



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