It’s quick and easy to track your interest income from other investments in TaxTank Simply follow the steps below to ensure your portfolio is always up to date and accurate in Holdings Tank!
In the Holdings Tank, go to the Income tab.
Hit the Add button and provide the required details:
Amount: Enter the net interest amount received.
Date: Specify the date you received the interest.
Category: Select Interest from other investments.
Description: Add a relevant reference for the income.
Payer: Select an existing payer or create a new one.
Edit or Delete: To modify or remove the entry, click the pencil icon to edit or the bin icon to delete.
