Adding interest distributions from trusts is an effortless process that helps you stay organised. Follow these simple steps to keep your income tracking accurate and up to date!
Head to the Holdings Tank and select the Income tab.
Click the Add button and complete these fields:
Amount: Input the net amount received.
Date: Indicate the date of the distribution.
Category: Select Interest distributions from Trusts.
Description: Include a reference for your income record.
Payer: Choose a payer from the dropdown or add a new one.
Edit or Delete: Use the pencil icon to edit or the bin icon to delete the entry.
