Logging Transactions Manually

You don’t always need to import a file. You can log transactions directly in Greenline whenever you want.

Steps

1. Go to any account.
2. Tap Add Transaction.
3. Choose the transaction type: Buy, Sell, Dividend, Contribution, or Withdrawal.
4. Fill in the details: ticker symbol, number of shares, price per share, and date.
5. Greenline will calculate the total for you.
6. Tap Save.

When this is useful

• You made a trade between statement periods and want to keep things current.
• You prefer to log transactions as they happen instead of importing later.
• You received a dividend and want to record it right away.
• You need to add a contribution or withdrawal to keep your book cost accurate.

Still need help? Reach out at support@usegreenline.com.