Estateably

Apply the same change to multiple transactions at once using bulk edit, or permanently delete multiple transactions using bulk delete.

Bulk edit and bulk delete transactions

Transferring Cash

Prevent transactions from being added or edited within a specific accounting period by enabling the Lock Accounting Period feature.

Lock a transaction accounting period

Record corporate actions — such as dividend reinvestments, stock splits, transfers, and cost base adjustments — directly within an investment holding in Estateably.

Add corporate actions to holdings

How to manage transactions in the accounting section

Managing transactions

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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