How to add connection settings to investments?

Connection Settings let you link your bank transactions directly to your investments using secure integrations powered by Plaid. Once connected, PSVTracker automatically recognizes transaction descriptions from your bank and matches them to the correct investment — so as distributions hit your account, they’ll appear automatically.
No spreadsheets. No manual entry. Just effortless, real-time tracking of your returns.

💡 Tip: Before you begin, make sure you’ve set up your Connection (choose “Sync Transactions by Description Only”).

1. On the Portfolio Page, Click the Connection Settings icon on the right side of the investment.

2. Add a Description, by clicking Add Description. Now type a few words that match how your bank lists the transaction (e.g., “ACME DIST” or “WIRE ABC FUND”), then click + Add.

3. Choose an Allocation Distribution Type. Decide how PSVTracker should categorize incoming funds:

   • Split: Divide the amount between Return of Capital and Return on Capital (the two must total 100%).

   • Amortized: The payment amount is amortized between Return Of Capital and Return On Capital based on the number of payments (total for the hold period) and the payments per year (monthly = 12).

   • Reinvestment: Apply the full amount as a Reinvestment for that transaction.

4. Click Save Changes.

🚀 Your Connection Settings are now active! PSVTracker will automatically allocate future transactions that match your description — keeping your portfolio data accurate and up to date.