The in process checklist

1. Create a working branch Enter_{yyyymm}.

2. Lookup data on saxoinvestor.nl.

• On the ‘Transacties’ tab the automatic investment transactions can be found with:

  • A total amount for the transactions.

  • An execution date for the transactions. We use a convention to administer this on the midnight before.

• We need the invested amount for the closing of the day before. Use the ‘Historie’ feature of the ‘Overzicht’ tab.

3. Fill in the Enter form.

• Enter the date in the yyyy-mm-dd format.
• Use the Invested amount and execution date as determined in step 2.

4. Click on the Enter button.

5. Fill in the amount for the automatic investment transactions in the Investment field.

6. Click on transfer investment, which will disable on success

• The new Cash amount and new Invested amount are now adjusted by the investment amount.

7. Optionally enter a transaction reference.

8. Click on the Invest button to confirm the Invest event.

9. Switch to Main and fastforward to the working branch, if everything looks good.

10. Remove the working branch.