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Home>Extensions>Security Transaction Load Introduction>Add Security Transaction Type
When you click on Add Transaction Type the following screen is displayed:
- Enter a unique Transaction Type (1). This must match the field in the .csv file
- Select the type of change (2). There are five types: * Security Income - creates an income transaction to the security. This is added to the Investment Account but also identifies which Security it is applied to. It comes up as a miscellaneous investment income * Security Dividend - same as Security Income but identified as a DIvidend * Security Cost - the opposite of Security Income, identified as miscellaneous investment expense * Investment Income - creates an incoming bank transfer into the Investment Account * Investment Cost - creates an outgoing bank transfer from the Investment Account
- Select the expense or income category you wish to show on the transaction (3)
- Click on OK (4)
If the data is valid this screen will close.
Updated