{"id":1023,"date":"2024-05-21T04:44:00","date_gmt":"2024-05-21T04:44:00","guid":{"rendered":"https:\/\/wp.dreamitsolution.net\/zomia-multipurpose\/data-anayltics\/?p=1023"},"modified":"2024-05-25T07:40:39","modified_gmt":"2024-05-25T07:40:39","slug":"juhend-panga-ja-maaklerkontode-seadistamiseks","status":"publish","type":"post","link":"https:\/\/www2.portfellow.com\/et\/juhend-panga-ja-maaklerkontode-seadistamiseks\/","title":{"rendered":"Juhend panga- ja maaklerkontode seadistamiseks"},"content":{"rendered":"
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Juhend panga- ja maaklerkontode seadistamiseks<\/span><\/h1>\n
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1. Konto loomine<\/h3>\n
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Portfellow tarkvara toetab ka panga- ning maaklerkontode lisamist<\/b> portfelli.\u00a0<\/p>\n

Uut kontot saad lisada kas p\u00e4ris alguses Portfellow seadistamisel v\u00f5i hiljem lehtedel “Portfell” ning “Kontod”.\u00a0<\/p>\n

Vajuta nuppu Lisa uus konto<\/b>, mille j\u00e4rel avaneb konto loomise aken.<\/p>\n<\/div>\n<\/section>\n<\/div>\n

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Konto loomisel palutakse sul t\u00e4psustada j\u00e4rgmised andmed (lisatud ka n\u00e4ited):<\/b><\/p>\n

> Konto nimi. <\/b>Nimi – Pank\/maakler – konto 4 viimast numbrit (selline nimetus aitab tulevikus erinevaid kontosid kergemini eristada)<\/span><\/p>\n

> Teenusepakkuja.<\/b> Vali loetelust teenusepakkuja. Kui soovitud pakkujat ei leia, siis vali “Muu”.<\/span><\/p>\n

> Valuuta. <\/b>Vali loetelust antud konto baasvaluuta. (Antud kontol on ka v\u00f5imalik hoida teisi valuutasid, kuid need arvestatakse portfelli v\u00e4\u00e4rtuse arvutamisel baasvaluutasse)<\/span><\/p>\n

> Konto kajastamise viis. <\/b>Portfellow pakub iga konto jaoks kolme eri v\u00f5imalust, kuidas seda kontot kajastada:<\/span> <\/span>\u00c4ra kajasta;<\/span><\/b> Kontoj\u00e4\u00e4k;<\/span> K\u00f5ik kanded. <\/span>Nendest l\u00e4hemalt j\u00e4rgmistes peat\u00fckkides.<\/span><\/p>\n<\/div>\n<\/section>\n<\/div>\n

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2. Konto kajastamise viis “\u00c4ra kajasta”<\/span><\/h3>\n

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See viis sobib investorile, kes soovib lihtsustada investeerimisportfelli arvestust. Selle viisi puhul ei ole tarvis muretseda kontoj\u00e4\u00e4gi t\u00e4psuse v\u00f5i k\u00f5igi eraldiseisvate konto rahaliikumiste kajastamise p\u00e4rast.\u00a0
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“\u00c4ra kajasta” t\u00e4hendab<\/b> seda, et kontot ei kuvata portfelli loetelus<\/b> ning kontoj\u00e4\u00e4ki ei arvestate portfelli v\u00e4\u00e4rtuse arvestamisel<\/b>.<\/span><\/p>\n

Kontole, millele olete valinud antud kajastamise viisi, ei pea eraldiseisvaid konto rahaliikumise tehinguid sisestama. (kui aga importimisel kanded sisestate, siis need salvestatakse taustal, kuid neid kandeid ei arvestata kontoj\u00e4\u00e4gi arvutamisel ning ei kuvata portfellis)<\/p>\n<\/div>\n<\/section>\n<\/div>\n

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3. Kajastamise viis “Kontoj\u00e4\u00e4k”<\/span><\/h3>\n

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Kajastamise viis “Kontoj\u00e4\u00e4k” puhul kuvatakse konto portfelli loetelus<\/span>\u00a0<\/span>ning<\/span>\u00a0<\/span>kontoj\u00e4\u00e4ki arvestatakse portfelli v\u00e4\u00e4rtuse arvutamisel<\/span>.<\/span><\/p>\n

Kontoj\u00e4\u00e4gi uuendamine on lihtne – kontoj\u00e4\u00e4k kas imporditakse<\/b> pankade\/maaklerite aruannetest v\u00f5i sisestatakse<\/b> konkreetse kuup\u00e4eva seisuga manuaalselt.<\/span><\/div>\n
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\u00dcksikuid rahaliikumisi (<\/span>sissekanne, v\u00e4ljakanne, intress, ost, m\u00fc\u00fck jne)<\/span>\u00a0kontoj\u00e4\u00e4gi arvestamisel ei kasutata (n\u00e4iteks kui oled valinud antud konto tehingu sisestamisel v\u00f5i kui kasutada importimise fuktsiooni)<\/span><\/div>\n
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Sobib neile, kes soovivad lihtsustada portfelliarvestust, kuid siiski soovivad portfelli osana n\u00e4ha ka kontode saldosid.<\/p>\n

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Kontoj\u00e4\u00e4gi uuendamine<\/h5>\n


Kontoj\u00e4\u00e4gi uuendamiseks liigu soovitud konto lehele ning vajuta nuppu <\/span>“Uuenda”<\/b>.\u00a0<\/span><\/p>\n

Seej\u00e4rel saad sisestada soovitud kuup\u00e4evaga kontoj\u00e4\u00e4gi.\u00a0<\/span><\/p>\n

Salvestamise j\u00e4rel uueneb selle kuup\u00e4evaga kontoj\u00e4\u00e4k ning muudatus salvestub ka moodulisse <\/span>“Kontoj\u00e4\u00e4gi ajalugu”<\/span><\/b><\/p>\n<\/div>\n<\/section>\n<\/div>\n

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4. Kajastamise viis “K\u00f5ik kanded”<\/span><\/h3>\n

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Kajastamise viis “K\u00f5ik kanded” puhul\u00a0kuvatakse konto portfelli loetelus<\/span>\u00a0<\/span>ning<\/span>\u00a0<\/span>kontoj\u00e4\u00e4ki arvestatakse portfelli v\u00e4\u00e4rtuse arvutamisel<\/span>.<\/span><\/p>\n

Portfelli v\u00e4\u00e4rtuse arvutamisel v\u00f5etakse arvesse k\u00f5iki eraldisesivaid kontol toimunud rahaliikumisi – sissemaksed, ostud, m\u00fc\u00fcgid, intressid, v\u00e4ljamaksed jne.<\/p>\n

Selle kajastamise viisi puhul on oluline, et k\u00f5ik rahaliikumised oleks sisestatud samav\u00e4\u00e4rselt nagu su pangakontol v\u00f5i maaklerkontol. Sisuliselt on tegemist konto rahaliikumiste duplikeerimisega Portfellow’sse, et meil oleks v\u00f5imalik teha k\u00f5ige t\u00e4psem tootlusarvutus.\u00a0<\/p>\n

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Kontoj\u00e4\u00e4gi uuendamine<\/h5>\n


Rahaliikumiste sisestamiseks on mitmeid viise:\u00a0<\/span>automaatse liidestuse kaudu,\u00a0<\/span>importimine csv failist ning\u00a0<\/span>k\u00e4sitsi sisestamine<\/b>.<\/b> R\u00e4\u00e4gime neist k\u00f5igist l\u00e4hemalt j\u00e4rgnevalt:<\/span><\/p>\n<\/div>\n<\/section>\n<\/div>\n

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\n\n\t\t\t\t\t\tSoovitus<\/span>\n\t\t\t\n\t\t\t\t\t\tKontode loomise j\u00e4rel tuleks alustada sellega, et sisestada kontole algsaldo. Loe l\u00e4hemalt algsaldo sisestamise kohta artiklist Kuidas alustada Portfellow kasutamisega? (https:\/\/portfellow.com\/kuidas-alustada-portfellow-rakenduse-kasutamisega\/)<\/b><\/i><\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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4.1 Automaatse liidestuse seadistamine<\/span><\/h5>\n

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K\u00f5ige mugavam viis konto rahaliikumiste sisestamiseks on kasutada automaatset liidestust<\/b>. Portfellow liidestub automaatselt regiooni suuremate pankadega ning ka valitud maakleritega. Nimekiri on pidevalt t\u00e4ienemas.<\/p>\n

Liidestuse loomiseks mine konto lehele ning vajuta nuppu “Lisa liidestus”<\/b>. Seej\u00e4rel avanevad juhised, kuidas kontot automaatselt panga v\u00f5i maakleriga \u00fchendada.<\/p>\n<\/div>\n<\/section>\n<\/div>\n

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\n\n\t\t\t\t\t\tPane t\u00e4hele<\/span>\n\t\t\t\n\t\t\t\t\t\tAutomaatsed liidestused suudavad t\u00f5mmata pankadest tehinguid viimase 90 p\u00e4eva kohta. Seega andmete sisestamisel arvesta sellega, et kui soovid pikemat ajalugu, siis sellest eelnevad andmed peaksid kas importima (punkt 4.2) v\u00f5i sisestama k\u00e4sitsi (punkt 4.3).<\/i><\/span>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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4.2 Importimine CSV failist<\/span><\/h5>\n

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Mugavuselt j\u00e4rgmine v\u00f5imalus rahaliikumiste sisestamisekes peale automaatse liidestuse on importimine CSV t\u00fc\u00fcpi failist<\/b>.\u00a0<\/p>\n

Importimiseks lae alla CSV fail kas pangast v\u00f5i maakleri juurest ning lae see \u00fcles tehingute importimise moodulis.\u00a0<\/p>\n

Importimise viimases sammus kuvab moodul sulle k\u00f5ik sisestatavad rahaliikumised. Selles sammus saad liigitada tehingud vastavalt nende olemusele kas investeeringuteks<\/b>\u00a0(n\u00e4iteks: ost, m\u00fc\u00fck, dividendid, investeeringu intress)<\/span>\u00a0v\u00f5i konto liikumisteks<\/b>\u00a0<\/span>(n\u00e4iteks: sisse\/v\u00e4ljakanne, konto intress, teenustasu)<\/span>.<\/span><\/p>\n

NB! Investeeringuteks liigitamisel luuakse antud rahaliikumise baasil ka uus instrument portfelli v\u00f5i lisatakse uus tehing olemasolevale instrumendile.<\/p>\n<\/div>\n<\/section>\n<\/div>\n

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4.3 K\u00e4sitsi sisestamine<\/span><\/h5>\n

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Alati on v\u00f5imalik kontole sisestada rahaliikumisi ka k\u00e4sitsi. Seda saab teha, kui avada konto detailne leht ning vajutada Tegingud moodulis nupule “Lisa uus tehing”. <\/b>Seej\u00e4rel avaneb uus aken, kus on v\u00f5imalik individuaalselt rahaliikumisi lisada. Need ilmuvad lisamise j\u00e4rel Tehingud mooduli loetellu.<\/p>\n<\/div>\n<\/section>\n<\/div>\n

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Oled edukalt kontod sisestanud, mis edasi?<\/span><\/h3>\n

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N\u00fc\u00fcd kui oled kontod loonud ning valinud neile soovitud kajastamise, siis edasi j\u00e4\u00e4bi \u00fcle ainult teatud intervalliga k\u00e4ia kas kontoj\u00e4\u00e4ki uuendamas<\/b> v\u00f5i rahaliikumisi kinnitamas<\/b>. Investorid, kes on valinud kajastamise viisiks “\u00c4ra kajasta” – neil ei ole tarvis kontode p\u00e4rast \u00fcldse muretseda.<\/p>\n

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Head portfelli j\u00e4lgimist ja teadlikke investeerimisotsuseid!<\/b><\/p>\n<\/div>\n<\/section>\n<\/div>\n

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Juhend panga- ja maaklerkontode seadistamiseks \u00a0 1. Konto loomine \u00a0 Portfellow tarkvara toetab ka panga- ning maaklerkontode lisamist portfelli.\u00a0 Uut kontot saad lisada kas p\u00e4ris alguses Portfellow seadistamisel v\u00f5i hiljem lehtedel “Portfell” ning “Kontod”.\u00a0 Vajuta nuppu Lisa uus konto, mille j\u00e4rel avaneb konto loomise aken. Konto loomisel palutakse sul t\u00e4psustada j\u00e4rgmised andmed (lisatud ka n\u00e4ited): […]<\/p>\n","protected":false},"author":1,"featured_media":2301,"comment_status":"closed","ping_status":"open","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[19],"tags":[],"class_list":["post-1023","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kontod"],"aioseo_notices":[],"featured_image_src":"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Portfellow-blog-1.png","author_info":{"display_name":"Portfellow","author_link":"https:\/\/www2.portfellow.com\/et\/author\/admin\/"},"featured_image_src_square":"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Portfellow-blog-1.png","jetpack_featured_media_url":"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Portfellow-blog-1.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/posts\/1023","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/comments?post=1023"}],"version-history":[{"count":0,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/posts\/1023\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/media\/2301"}],"wp:attachment":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/media?parent=1023"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/categories?post=1023"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/tags?post=1023"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}