There are a number of Transaction Types/Sub-Types available to use in Plannr. To save you having to guess which one to use, they've been listed below.
See here for more information on Managing Transactions within Plannr
Adjustment
Credit Adjustments
Debit Adjustments
Early Redemption
External Value
Insurance Premium Adjustments
Interest Adjustments
Share Capital Reductions
Surcharge Adjustments
Trade Correction
Other
Adviser Fee
Other
Contribution
Lump Sum
Regular
Reinvestment Of
Transfer In
Other
Corporate Action
Acquisitions
Asset Closures
Bonus Issues
Capital Reorganisations
Capital Returns
Closed Offers
Compulsory Call Payments
Consolidations
De Mergers
Early Withdrawals
Fund Mergers
Liquidations
Mergers
Open Offers
Optional Call Conversions
Optional Call Payments
Optional Conversion
Optional Redemptions
Rights Issues
Scheme of Arrangements
Scrip Dividends
Share Offers
Stock Splits
Subdivisions
Subscription Offers
Subscriptions
Take Overs
Tender Offers
Other
Distribution
Income Distributions
Interest Distributions
Other
Fee
Advice Fee Adjustments
Advice Fee Refunds
Advice Fees Ad Hoc
Advice Fees Annual
Advice Fees Initial
Discretionary Fund Manager Fees
Nucleus Fund Rebates
Nucleus Fees
Product Fees
Provider Fee Rebates
Provider Fees
Other
Income
Dividend Tax
Dividend
Interest
Other
Payment
Bed and ISA Payments
Bond Assignments
Corrections
Lump Sum Payments
Pension Tax Relief
Regular Employer Payments
Regular Payments
Other
Provider Fee
Other
Rebate
AMC Cash Rebates
AMC Unit Rebates
Tax Rebates
Other
Trade
Asset Conversions
Auto Disinvestments
Buys
Rebalances
Sells
Switches
Other
Transfer
Bed and ISA Transfers
Cash Transfers In
Cash Transfers Out
Inter Account Transfers In
Inter Account Transfers Out
Reregistration In
Reregistration Out
Other
Withdrawal
Bond Assignments
Lump Sum Withdrawals
Natural Income
Regular Withdrawals
Other
Other
Other