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Gold, PPF, FDs & Other Assets

How do I record a deposit or withdrawal on an asset?

Add to or draw down a value-tracked asset like PPF, EPF or an FD.

Updated 22 Jul 2026

A PPF, EPF, SSY or FD isn't a one-and-done entry — money goes in and sometimes comes out. Record each movement and the asset's balance and returns stay honest.

Open the asset

From Assets, click the account. A value-tracked asset shows Add Deposit and Withdraw buttons in the top-right.

A value-tracked asset — Add Deposit and Withdraw sit top-right.

Record a deposit

Click Add Deposit, enter the Amount and Date, and click Add Deposit again. The balance goes up and the deposit joins the ledger below.

Each deposit is dated, so your returns reflect exactly when the money went in.

Record a withdrawal

Taking money out works the same way — click Withdraw, enter the Amount and Date, and confirm. The balance drops accordingly.

Note: Every deposit and withdrawal is listed under Investment History with its date, so you can edit or delete any of them later.

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