Background

This is the simple browser based method of entering Transactions in Engine. It is the recommended method in case you are uploading only a handful of transactions

Step 1. Login to Engine

Step 2: Choose Data Upload -> Simple Transaction

                                          Simple Transaction Menu

Step 3: Choose the correct Child Account

See highlighted above

Step 4: Choose Transaction Type

Step 5: Fill up details and click Validate

Step 6: Fix Validation Errors (if any)

Step 7: Click Upload

Step 8: Rerun NAV to recalculate networth and performance etc.