To record a cash deposit:


    1. View the portfolio into which you want to deposit cash.

    2. Click the New toolbar button and select Cash Deposit from the drop-down menu.  The Deposit Cash window appears.

    3. Enter the amount being deposited (e.g. 1000).

    4. Specify the date and time of the deposit (e.g. 11 Jun 2014 at 2:55 PM),

    5. Optional:
      Enter a comment describing the deposit.

    6. If the deposit represents interest income, check the box This deposit is interest income.

    7. Click OK to record the deposit.


Note:

You can change the details of a cash deposit at any time in the future.


See also:


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