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You can track a bank account — including savings accounts and cheque accounts — alongside your investments in Sharesight by setting up a Cash Account to represent it.

1. Create a Cash Account in Sharesight to represent your bank account.

2. Choose a start date for your opening balance — typically the start of a calendar year (e.g. 1 January) or the start of a financial year (e.g. 1 July).

3. Check your bank statement for the account balance on that date and add it as a transaction using the opening balance amount.

4. From that point forward, record any deposits, withdrawals, or interest payments as cash transactions to keep the balance up to date. You can add transactions individually or bulk import them by exporting a CSV from your bank and importing it into your Cash Account.

5. Interest payments, fees and fee reimbursements you record are counted in the Cash Account's return when cash account performance is turned on. Sharesight does not add interest automatically, so record each interest payment to keep the return accurate. See Cash account performance.