Add an EPF transaction
Record a monthly contribution, interest, withdrawal, or lump sum with employee, employer, and pension amounts on an Employee Provident Fund company account — guided Add one transaction.
Last reviewed 2026-10-17
Add a single EPF ledger entry under an Employee Provident Fund company account. Current value, invested, interest, share totals, and pension update from the transaction history — you do not set a separate “current price.”
Prerequisites: permission to create transactions, and an EPF company account. See Add an investment account and Employee Provident Fund.
Open the app as you go
Field labels match the guided Add one transaction flow in the Invesh app.
Open Employee Provident Fund and pick a company
Open Employee Provident Fund from the Investments menu (or start from Explore Investment). Use the company switcher for All companies or one company. Create a company account first if needed (company name and joining / account start date; optional UAN, Member ID, Establishment ID).
Start Add one transaction
Open Add Transaction on the dashboard, then choose Add one transaction (or Add several (Bulk Add) for many rows, or AI Import for Artha). You can also continue with Add a transaction right after you create the company. When you have more than one company, choose which company the entry belongs to.
Enter the transaction
The guided form picks the company (if needed), then asks for:
| Field | Required | Notes |
|---|---|---|
| Transaction Date | Yes | Cannot be in the future |
| Transaction Type | Yes | Monthly contribution, Interest, Withdrawal, or Lump sum (opening / import) |
| Employee | Yes | Employee column from the passbook (0 allowed if another amount is greater than zero) |
| Employer | Yes | Employer column from the passbook |
| Pension contribution | Yes | Pension column — included in current value |
| Description | No | Optional note |
Enter at least one of Employee, Employer, or Pension contribution greater than zero. Save when validation passes. The finish screen confirms the contribution; use Add another or Done.
Verify
Confirm the hero KPIs (Current value, Invested, Interest, Employee, Employer, Pension), the invested vs current chart when available, and the FY-wise summary on the EPF dashboard.
Tips
- Use Monthly contribution for a normal passbook due-month row; use Lump sum (opening / import) for opening or catch-up balances of all three buckets
- Record Interest from the passbook Int. Updated row — usually employee and employer only (pension often 0)
- Pension contribution is part of current value and also shown as its own KPI
- From Add Transaction → AI Import, Artha opens with Help me add transaction to EPF prefilled (not auto-sent) so you can attach a passbook and continue
- From Artha, you can create EPF company accounts and review one or many proposed transactions (Review & approve) before they land
- You can skip the first transaction during setup and add entries later
Related
- Overview: Add a snapshot or holding
- Product: Employee Provident Fund
- Product: Guided investment forms
- Reference: Tracker behaviors: Employee Provident Fund
- Import a statement