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.

Blown funded accounts are listed after the others, marked (blown), so a payout that came after an account was blown can still be logged against it.

When a sync finds a funded account missing and you mark it Blown or Closed, its final payout can be added right there with the Final payout taken tick. See Missing accounts.

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 on a new payout.
• 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.

Editing a payout

Click the pencil on the payout’s row in Financials. The popup opens with the payout’s own requested amount and split, and an edit keeps the amount you received unless you change Requested or Split: changing only the date changes nothing else. A payout saved with neither a requested amount nor a split, such as some imported ones, opens with the amount received as Requested and Split blank; saved with the split still blank, that amount stays what you received. See Editing or deleting entries.