| This Tab is used to automatically apply multiple Transactions to the database. |
IMPORTANT NOTES to REMEMBER:
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- This Tab is currently running in the Test mode.
- If you need to update transaction delete the old ones first - you have the "Delete selected transactions" button at the Transaction View Tab and then insert new batch of correct transactions. At the Positions View Tab you have an option to re-match all transactions for a specific account.
- Re-matching must be done after you insert older transactions in between the existing ones.
It is recommended to backup your database before performing rematch. You can backup/restore database using buttons at the Control panel:
- You can create multiple Tabs of this kind with custom Tab titles.
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Functionality
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- The detailed description of this Tab functionality is Coming soon...
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- Use View Transactions Tab to view, sort, search your transactions as well as generate reports.
- Use View Positions Tab to view, sort, search your positions. Positions are automatically matched when you enter transactions.
- Use Balances Tab to view and analyze your balances. Balances are automatically calculated based on the transactions and quotes from the Watch List.
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