To record a cash withdrawal:


    1. View the portfolio from where the withdrawal is to be made.

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

    3. Enter the amount being withdrawn (e.g. 50.95).

    4. Specify the date and time of the withdrawal (e.g. 12 Jun 2014 at 9:30 AM),

    5. Optional:
      Enter a comment describing the withdrawal.

    6. If you want to record a withdrawal even if the portfolio doesn't contain enough cash, check the box Ignore insufficient balance.

    7. Click OK to record the withdrawal.


Note:

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


See also:


Created with the Personal Edition of HelpNDoc: Effortlessly upgrade your WinHelp HLP help files to CHM with HelpNDoc