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You can track a bank or savings account 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 or savings 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.