To keep your PSX portfolio's performance metrics accurate, you need to record any cash that leaves your account. This includes withdrawals, charges, and taxes.
Follow these steps to record a cash outflow:
Start a New Transaction:
Click the Create Transaction button.
Select Add Transaction.
Select the "Cash Out" Option:
On the transaction screen, go to the Cash Out tab.
Choose the Transaction Type:
Specify the reason for the cash outflow by selecting a transaction type. Common types include:
Withdrawal: For any cash you manually withdraw.
CDC Charges: To account for charges from the Central Depository Company of Pakistan.
Taxes: To record any taxes deducted from your investment account.
Other: For any other type of cash outflow.
Enter Cash Out Details:
Amount: Enter the exact amount of cash that was withdrawn or paid out.
Date: Select the date the transaction occurred.
Save the Transaction:
Click Save. This will update your portfolio, and you can see how the cash outflow has affected your returns and cash balance.