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How to add incomes for stocks, shares or cryptos
How to add incomes for stocks, shares or cryptos

Learn to add incomes for stocks, shares, or cryptos to ensure accurate income tracking and optimise your investment portfolio management.

Updated over 7 months ago

From the Holdings Tank you can add incomes for stocks, shares, managed funds, ETF's, staking and all other non listed assets.

From Holdings Tank go to the 'Income' tab, then select the 'Add' button and complete the fields.

  • Amount = Net amount of income received

  • Date = Date income received

  • Category = Select from the following;

    • Foreign Exchange Gains (non-business)

    • Staking

    • Dividends

    • Interest on term deposits

    • Interest from other investments

    • Interest distributions from Partnerships

    • Interest distributions from Trusts

  • Description = Your reference to identify the income

  • Payer = Select a payer from the drop down (or select the '+ Add Payer' button to add a new one)

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