Transfer Logs · FinAuto Help
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Transfer logs

Record share transfers, transmissions, and buyback-related holder adjustments across financial years.

Prerequisites

Steps

Step 1: Open transfer logs

  1. Go to Share → Transfer Logs.
  2. Review historical transfers for the company.

Share transfer logs grid

Step 2: Add transfer

  1. Click Add and enter transfer date, seller, buyer, share class, and quantity.
  2. For Buyback, post seller reductions on the same date as the buyback entry.

Step 3: Validate holdings

  1. Open Holding report as of FY end.
  2. Confirm percentages sum to 100% for each share class.

Troubleshooting

Symptom Likely cause Resolution
Negative holding Transfer quantity too high Correct transfer shares
Buyback imbalance Missing transfer log Add proportional withdrawal on buyback date

See also Common issues.

Need more help? Contact support@finautoindia.com. Do not share API keys or PAN in email.