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Add an account

1

Select a dashboard and then find the acounts panel

2

Click 'Add +' to add a new account

Currently, if same account is used for multiple investment classes then you must create them on multiple according dashboards separately.
3

Choose account type, enter name and withdrawal fee and choose account currency

4

Click 'Add'

5

Done

New account is created and transactions can be added to it.

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Adding transactions

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From main dashboard

1

Click the + icon on the transaction table

2

Choose transaction name, account, date and amount

Amount will be in account currency.
3

Click 'Add'

Use negative amount for withdrawals.
4

Done

New transaction is added and can be found in the transactions table.

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From account

1

Click the + icon on the account element

2

Choose transaction name, date and amount

Amount will be in account currency.
3

Click 'Deposit' or withdrawal icon next to it depending on the transaction type

4

Done

New transaction is added and can be found in the transactions table.

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Add invesments

Stocks

Managing stocks dashboard

Loans

Managing loans dashboard