Adding a transaction to a Cash Account

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1 – On the Portfolio Overview Page, click on the Cash Account.

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2 – On the Cash Account page, click ‘Add Transaction’.

CA 2 3 – Select the date of the transaction from the calendar.

4 – Select the transaction type from the dropdown menu.

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5 – Type the amount of the transaction in the ‘Amount’ field.

6 – Type a description of the transaction for your reference in the ‘Description’ field. The transactions can be searched for by the description.

7 – Click ‘Add Transaction’ to save the transaction to the Cash Account.

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Last modified on June 7, 2023 UTC

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