ENTERING INCOME (DIVIDEND)

 

Tutorial: Entering Income Prerequisites: Installation of Stator Lite DEMO or Installation of Stator Standard DEMO or Installation of Stator Professional DEMO Version Specific: No Help File Reference: Managing your Portfolio/Managing Income/[Entire Topic]

This tutorial will step through the process of entering a dividend (income) item into the Stator database. Please note that the process for entering a trust distribution is almost identical.

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1.  Select the System which contains the trade for the dividend.
2.  Select the "Income" tab.
3.  Select the "Dividend" tab.
4.  Click the "Add" button.
5.  Select the code from the dropdown provided.
6.  Complete all the details for the dividend.
7.  Click on the "Calculate" button and Stator will calculate the dividend totals.
8.  Click on the "Create" button to save the dividend.

The picture below shows the dividend entry screen with all details completed.