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  1. Select timeline from the left-menu and click the 'income' button.

  2. Choose the investment instrument you'd like to record an income (or expense) for



  3. Fill-in the key details, and tap the Post button.
    1. The income (or expense) head
    2. The date of income (or expense)
    3. Amount received (or paid)
    4. Advanced: Choose the relevant balancing account, if the income (or expense) has been accrued (instead of being received via cash).

Next: Value your portfolio assets

Need to make edits?

Select the 'income (or expense)' head to see details and make edits.


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