Adding Insurance transactions in MProfit

Modified on Fri, 04 Dec 2020 at 06:38 PM

1. On the MProfit portfolio summary screen, click on the + button and click Add Transaction 

2. Next, Under Asset Class, select Insurance.

3. In this window click button as Plan / Scheme.

Next, click New Asset and enter your Insurance name. Fill other details and Save.

4. Next, enter First premium, Insured Name, Date, Sum Assured and fill all other details.

Finally, click Save.

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