Transactions Status
Transaction Status is delineated for each transaction, including those that are incoming (e.g. share sales, income) and those that are outgoing (e.g. share purchases, expenses). The following describes each transactional status:
| Transactional Status | Description |
|---|---|
| Needs Review | Requiring investor action |
| Booked | Occurred |
| Pending | Not yet occurred but are committed to by the investor or by the party with which the investor is transacting |
| Planned | Not yet occurred but represent the intentions or expectations of the investor |
| Disregarded | Intentionally omitted |
Pending and Planned transactions are collectively referred to as Projected transactions.