Cash Contributions to Portofolios

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Cash Contributions to Portofolios

Postby krom » Wed Jul 29, 2015 5:26 pm

This is probably a dumb question, but here it goes:

I purchased PortfolioAnalyst and I can't figure out how to add cash contributions to a portfolio. The manual says:
Cash balances are tracked through a special Portfolio named Cash. It is not directly editable by the user. Instead, it is automatically debited or credited with the proceeds from recorded transactions for investments in Portfolios. For example, assume investment "AAPL" belongs in Portfolio named "Technology". When a purchase of $1,000 in investment "AAPL" is recorded, an associated redemption for $1,000 in investment "Cash" will also automatically be recorded. There are four types of transactions that will generate an associated transaction in the cash investment: purchases, redemptions, distributed distributions and investment expense.

So how do I record cash inflow manually beyond the opening balance?
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Re: Cash Contributions to Portofolios

Postby mthadm » Thu Jul 30, 2015 12:10 pm


You need MyMoney Investments Edition to work with your cashflows - if you send us an email to we will exchange your software

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