Add valuations to manual Holdings?

Click on the Holding you want to update from your Home page, then onto Valuations.
In the next window you can add value, currency and date – and then save.

Add recurring Transactions?

Click on the relevant Holding, then onto the “recurring transactions”.
You can then set the parameters of “master” transactions that repeat regularly:
for example, the rent you receive on your property at the end of every month.
Or the bond coupon you receive every 6 months.

Happy tracking!

The Exirio Team