Insurance

Adding Insurance transactions in MProfit
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
How to add Premium/Withdrawal for Insurance assets
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
Adding Bonus Accrued/Bonus Payout and Other Income for Insurance assets
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
Transferring Insurance assets to another portfolio
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
How to add Gift entry for an Insurance in MProfit?
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
How to set Current value for Insurance in MProfit?
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
How to edit the name of an Insurance asset in MProfit
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
Adding an Insurance Write-Off entry in MProfit
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