How to add a Dividend/Income item
- Utilize the Navigation Bar to access the portfolio you would like to process a Sell for.
- Press the “+” Symbol next to the Portfolio to expand the Portfolio’s contents
- Press the “+” Symbol next to “Shares | Funds | Fixed Interest” to expand your holdings information
- Click on “Income” Menu item
- Click on “Add”, which is located either:
- Within the Action menu in the Actions Bar
- At the top of the Centre Screen
- This will open the Income pop up
- Fill in the form as required, pressing “OK” to save your changes.
The Transaction will now be added to your Income folder