Deposit To Brokerage
Record this when you add your own (non-borrowed) money to your brokerage account.
What you enter
| Field | Required | Description |
|---|---|---|
| Amount | Yes | Total amount deposited |
| Date | Yes | When the deposit arrived in your brokerage |
What happens
- Personal Cash in brokerage increases by the full amount
No credit account balances change. This is your own money — it doesn't affect interest deductibility.
Common questions
Why record personal deposits? To keep your brokerage cash balance accurate. When you later buy securities, the app needs to know how much personal vs. borrowed cash is available so it can calculate the funding split correctly.
What if I deposit and then buy securities? Record both events. The purchase will be funded from your available cash — borrowed first by default, then personal.
Learn more
- Setting up your first tracking — the basic event cycle