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.
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.
The Exirio Team