Add Mutual Fund Transactions

How do I add my mutual fund transactions on Quicko?

If your available broker partnership is not present for mutual fund trades, you can use this excel template (specifically mutual funds tab): Import trades through Quicko Tax P&L Template – Quicko Support. You can expect CAMS integration as well in the coming weeks.

Option to add MF Trades is currently available only in the TAX Filing section. Will this not be available in TAX planning section also?

@Aakash_L can you help with this?

Hey @srihari_phalgun ,

Integration of Mutual Fund investment platforms is in our pipeline on Tax Planner. You can go to Tax Planning > Old vs New regime screen, compute your mutual fund trades and add your gains/losses in the capital gains tab for tax planning.

1 Like