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PropStax Help

Adding a payout

Click Add payout from any of these places:

  • The Financials page header.
  • The Financial history card on a funded Account detail page.

The popup opens. Pick the broker, then pick a mode.

Individual mode

For a single payout from one account.

  • Account — pick the funded account. If you’ve set a default profit split on the account, the split percentage pre-fills.
  • Requested ($) — the gross amount you requested (pre-split).
  • Split (%) — your share of the gross. PropStax computes the net for you.
  • Net ($) — auto-calculated. You can’t edit this directly; change Requested or Split to change the net.
  • Paid date — the date the broker disbursed. Defaults to today.

Click Save.

Bulk mode

For a payout that hit multiple funded accounts at the same broker on the same day.

  • Accounts — check all the accounts the payout applies to.
  • Amount mode:
    • Same per account — every account gets the same gross amount.
    • Lump sum split — total gross divided equally across the selected accounts.
  • Gross ($) — per-account or total, depending on the mode above.
  • Split (%) — same profit split applied to all.
  • Paid date for all — applied to all rows, unless you check Use start date (each account uses its own start date instead — useful for backdating).
  • Override dedup — by default, if any selected account already has a payout this month, PropStax skips it and flags it yellow in the preview. Check this box to create the payout anyway.
  • Preview — live table showing what will be created. Duplicates are flagged.

Click Save.

Broker total mode

For when the broker reports a lump sum and you don’t want to attribute it to specific accounts. Common in payout statements that say “Total paid: $X” without per-account breakdowns.

  • Amount received ($) — the net amount that hit your bank.
  • Date — date received.

Heads up: broker-total payouts don’t show up on per-account totals. Account detail pages will not reflect a broker-total payout in their Net P&L or financial history. Use this mode only if you genuinely don’t have per-account amounts.