Fund Expense

Here you can enter and manage the expenses for your fund.

To reach the Fund Expense page

1. Go to the Portfolio level of the app by clicking the top-left logo.

2. Click the Exit Plans tab and the Funds sublink.

3. Click the Fund Expense link.

To add a fund expense

1. Go to a blank row. Enter expense type, type, frequency, start term, end term, expense value and an optional comment.

2. Click the Update button.

To remove a fund expense

1. Click its delete checkbox.

2. Click the Update button.