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manual transactions

Christian Peter avatar
Written by Christian Peter
Updated over 2 weeks ago

If you like to keep a close eye on your investments, getquin is the perfect app.

With our easy open banking connection, your transactions will get updated automatically in your getquin dashboard. If you prefer to add them manually, we also offer that option.

Here’s a step-by-step guide:

Mobile App:

  • Log in to your account

  • Go to your portfolio dashboard and click on "Import"

  • Choose, if you want to add a new account/portfolio or a transaction to an existing account

  • either choose an existing portfolio or at first the broker/bank

  • fill the requested transaction information

  • use the button "Add transaction" to send your information

Webapp:

  1. Log in to your account

  2. Go to your portfolio dashboard and click on "+ new transaction"

  3. Enter the required transaction data

  4. Use the "Add transaction" button to send your information.

DONE! That’s it – quick and painless. Easily add transactions and track them in our app regardless of your broker.

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