Christian Peter avatar
Written by Christian Peter
Updated over a week ago

You want to capture cash, your clearing account or current account?

Then read on!

We don't yet have connections to banks or clearing accounts to import corresponding stuff automatically.

Therefore the items have to be created manually.

To create a corresponding position manually, you can proceed as follows:

  1. Go to the desired portfolio or create a new one.

  2. Now go to the button "New transaction".

  3. In the upper menu select "Cash".

  4. Select this and now you will see the transaction menu

  5. Enter the desired name

  6. Now select the date.

  7. Next you enter the amount of the deposit or withdrawal

  8. Now just click on Add transaction and you are done.

After adding a deposit, you can also add rewards or interest.

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