Insurance
1. On the MProfit portfolio summary screen, click on the + button and click Add Transaction. 2. Next, Under Asset Class, select Insurance. ...
Fri, 4 Dec, 2020 at 6:38 PM
You can record Premium/Withdrawal entries for ULIP in MProfit. Please follow the below process: 1. In the MProfit portfolio summary screen, right clic...
Fri, 4 Dec, 2020 at 6:41 PM
1. Right click on the Insurance name. Next, Select Other Transactions from the list and click on Add Income for Asset. 2. In this window, Select Bo...
Fri, 4 Dec, 2020 at 6:55 PM
You can transfer your Insurance assets in one portfolio to another portfolio for the purpose of gifting or for the purpose of transferring from one demat ac...
Fri, 4 Dec, 2020 at 6:53 PM
You can add a Gift entry for an Insurance asset in MProfit. The assumption here is that the person who is receiving the gift is not a member of any of the p...
Fri, 4 Dec, 2020 at 6:54 PM
You can set Current value for Insurance assets in MProfit and get accurate XIRR return for each of your Insurance assets. Please follow the below process: ...
Fri, 4 Dec, 2020 at 6:42 PM
You can edit the name of any Insurance asset in MProfit. Please follow the below process: 1. In the MProfit portfolio summary screen, right click on th...
Fri, 4 Dec, 2020 at 7:00 PM
You can record write-off entries for your Insurance assets in MProfit. Please follow the below process: 1. In the MProfit portfolio summary screen, righ...
Fri, 4 Dec, 2020 at 6:57 PM