Logging Transactions Manually

You don’t always need a file. You can log a transaction directly whenever you want, and it takes effect immediately.

Steps

1. Open the account you want to add to, or use the add button from your holdings list.
2. Choose what you’re recording.
3. Fill in the details. For a buy or a sell that’s the ticker, the quantity, and the total cost. If you’d rather enter a price per share, switch the field and Greenline works out the total.
4. Set the date. Greenline fills in the most recent trading day.
5. Tap Log.

What you can record

• Buy and Sell, with commission if you paid any.
• Dividend Distribution, the gross amount before any withholding tax.
• Dividend Reinvestment, when a dividend bought you more shares.
• Transfer In and Transfer Out, for shares moving between accounts rather than being bought or sold.
• Fee or Taxes, for account and management fees, or non-resident tax.

You can also log a cash balance, a mutual fund holding, or a position snapshot if you’d rather record where a holding stands today than reconstruct every trade.

Contributions and withdrawals

Money going into or out of an account isn’t a transaction here. That lives in the Contribution Tracker under Plan, which is where Greenline keeps an eye on your contribution room.

When this is useful

• You made a trade between statement periods and want to stay current.
• You’d rather log things as they happen than import later.
• A dividend landed and you want it recorded now.
• An import missed something and you’re filling the gap.

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