Estateably

Steps to bulk edit and bulk delete transactions in the accounting section

Bulk actions to transactions

Transferring Cash

Locking transactions

Transaction actions allow you to review and manage individual transactions within a file.

Accessing Transaction Actions

You can record corporate actions directly within an investment holding to reflect activity such as dividend reinvestments, stock splits, transfers, and cost base adjustments.

Adding Corporate Actions to Holdings

How to manage transactions in the accounting section

Managing transactions

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