When adding a retirement/pension plan manually, you will need to follow an additional step when accounting for the return your investment has generated during a given period of time.
You can choose between these two alternatives:
- Record the income amount, adding an income transaction, AND then record also a deposit transaction, for the same amount, currency and date.
- do NOT record the income transaction, and instead update the valuation of the investment to include the income amount; for example, if the valuation is 100 and you want to record an income of 10, just update the valuation to 110 without adding any transaction.
In both cases, your metrics will be correctly updated.
In case you want to add a retirement/pension plan that has already begun to generate monthly cash payouts, please contact us at [email protected] so that we may assist you with the correct way to keep track of your investment