Adding Transactions
- What is a Transaction in Seraf?
- How do I add a new transaction?
- Which transaction types does Seraf record?
- Adding Transaction Checklists
- How do I record an Investment Fund transaction in Seraf?
- What are Exit Transactions?
- How do I record an Exit?
- How do I convert a note?
- How do I record interest?
- How do I convert a SAFE?
- How do I calculate how much interest I earned on my Convertible Note?
- How do I record fees?
- What is an Investment Fee?
- What is a Management Fee?
- How do I enter a Stock/Unit Split?
- How do I enter a Stock Swap?
- How do I write off an Investment Fund investment?
- How do I figure out the transaction date?
- What's an "Other" transation
- I’m not familiar with some of the terms. How can I learn more?
- What if I don't know some of the information being asked?
- What if the Price per Share is different than what is shown?
- I don't know if my stock is 1244 qualified. How can I find out?
- Why does it matter if the Exit Transaction box is checked?
- Why do I have to add a round for a Warrants Grant?
- What should I do if I don't know the void/maturity/expiration date?
- I made an investment in a foreign company. Can I create a transaction using another currency?
- I don't have a Share Certificate. What should I do?