Entering cash investments and withdrawals

[paulk]

What is the proper way to record client cash contributions to and withdrawals from a portfolio in order to have performance and basis properly computed? Should I be using the "Buy" and "Sell" dialogue in my default cash investment or the "Transfer In" "Transfer Out" option?

Thanks

[Mark]

Hi paulk,

Just use the Buy and Sell dialogs for your default cash investment.

[paulk]

Thanks Mark!