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How to handle portfolio accounts | iCash ▸ Frequently Asked Questions

How to handle portfolio accounts

iCash ▸ Frequently Asked Questions

Compatible with MS Windows Compatible with MacOS


How to handle portfolio accounts

Yes, stock portfolio management will be included as soon as possible. In the meantime you can increase and decrease a portfolio account using simple transactions.

Create an Income account as for example: Income Interests

To credit 'My Portfolio Account':

Date Origin Account Target account
Amount
08/31/2003 Income Interests My Portfolio Account
150.00

To debit 'My Portfolio Account':

Date Origin Account Target account
Amount
08/31/2003 My Portfolio Account Income Interests
150.00

We are currently doing it this way with funds.


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