Adding Premium/Withdrawal for Insurance in MProfit : MProfit Help Center

How to add Premium/Withdrawal for Insurance assets Print

Modified on: Fri, 4 Dec, 2020 at 6:41 PM

You can record Premium/Withdrawal entries for ULIP in MProfit. Please follow the below process:

1. In the MProfit portfolio summary screen, right click on the Insurance asset that you need to add a Premium/Withdrawal entry for.

In the drop-down, select Premium/Withdrawal.

2. In this window, select Premium or Withdrawal from the Trans.Type Dropdown. Next, enter Amount and Date.

Finally, click Save.

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