PartnerShare

Dashboard Deals Transactions Partners Capital Calls Distributions History Entities Reports Statements Admin

Transactions

Select a deal to view and manage its ledger

Deal

Account Balance

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Transactions

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Partners

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Filter by Partner

Filter by Type

Select a deal above to view its transactions.

Add Transaction

Date *

Type *

Description *

Amount *

Partner (optional)

Add Interest Payout

Interest is allocated to partners proportionally by their average daily balance over the 30 days prior to the payout date.

Payout Date *

Total Interest Amount *

Interest Allocation Breakdown

Delete Transaction?

This will permanently delete the transaction and recalculate all subsequent balances for this deal.