How do I enter a Capital Call for a fund?

To enter a capital call:

• Add a new transaction.
• Select the Fund from the drop down list for Company / Fund. Note that Funds are listed alphabetically after all the Companies.
• Select Capital Call from the Transaction Type drop-down menu.
• Enter the Date the transaction occurred or best estimate.
• Enter the Amount Called.
• Enter a Memo with any important notes related to the Transaction.
• Save your entry.

 Note that you must add a Fund to your account before you can add any associated transactions.