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From the main portfolio screen, click +New Ledger and choose the appropriate source.
| Info |
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NOTE: Depending on the source selected, you may see an option that says: “Automatically import transaction data using the most common options.” If you see this option and would like to change your Accounting Strategy, this box must be un-checked in order for the advanced settings mentioned in step two to be selected. |
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On the next screen (on the right hand side) activate the switch that says "Advanced Settings" (Switch will turn green).
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Once the switch is green, the advanced accounting strategy settings will appear. Select your preferred methodology.
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