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The easiest way to keep and eye on your securities account with getquin is the connection via Open Banking. This way, new transactions are automatically updated in the getquin dashboard on a daily basis.

However, if you want to add transactions manually independently from your open banking connection or PDF import, we therefore offer you the Add Transaction Manually to be completely free when monitoring your investments.

How to add a transaction manually in getquin you will learn in this step by step guide:

Desktop

  • Log in to your account
  • Click "New Portfolio" in the upper right corner
  • Skip the selection of a broker and tap on "Manually Add Transactions"
  • Fill out the given sections
  • Click on "Add Transaction"

Mobile

  • Log in to your account and select "Portfolio" via the menu bar at the bottom
  • Tap on the yellow button in the bottom right corner and select "Transaction"
  • Select again "Transaction"
  • Fill out the given sections
  • Click on "Add Transaction"

DONE! That’s it – short and painless. This way you can easily add transaction and track them in the getquin app regardless of your broker or open banking connection.

You want to update your transaction because you put in wrong numbers, then you can do this the following way:

Desktop

  • Scroll down in your dashboard until you see the "Transaction" section
  • Search your Transaction in the search bar
  • Click on the right hand on the tap "EDIT"
  • Save your new input by tapping on "Save"

Mobile

  • Scroll down in your dashboard until you see the "Transaction" section
  • Search your Transaction in the search bar
  • Click on this Transaction
  • Save your new input by tapping on "Save"

If you have any questions or suggestions, please contact us at help@getquin.com and we will gladly take care of your request.