on the app, open the portfolio. At the bottom of that screen, you will see a button called "Cash Transactions". It will open the Cash Transactions screen. Click on the Add Cash Transaction. Make sure to open the Type choices, so you pick the right type for each transaction. I always type a note. For example to set up a position, you could type Establish open cash balance. For dividends, I type the ticker symbol when I record dividends or interest earned. (Int paid is when you pay accrued interest when buying bonds, or you pay margin interest.) . Hope this helps!
Comments & Feedback
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Topics
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audible alert
davi8424 wrote on Oct 18 - -
WHY CANT ORDER TICKETS BE MATCHED MANUALLY?
alis.kapadia wrote on Nov 16 - -
Back testing
davi8424 wrote on Nov 18 - -
wallet
Castle Cerdeña wrote on Dec 6 - -
Portfolio problem
marco.fabbro1 0 wrote on Jan 14 - -
Commodities App not working
paulzimm wrote on May 10 - -
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Are alerts for ASX stocks working?
jhmtaylor wrote on Jun 22 - -
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missing sybol PASEU.IS
sakiresk1965 wrote on Jul 28 - -
S&P Futures
vincent wrote on Sep 22 - -
Portfolio Cash position?
kcarpenter wrote on Mar 12 - -
Profit YTD, PROFIT 1yr not calculating on mobile app
zklr05 wrote on Dec 8 - -
Ipad vs Iphone subscription
mickpace wrote on Dec 15 - -
Cannot sync across devices
ptsburton wrote Feb 28 -