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A Cash Account in Sharesight lets you track your cash alongside your investments — recording deposits, withdrawals, interest, and fees — giving you a complete picture of your portfolio.

Jump to: Track your accounts | Set up | Transactions | Sync & export

Track your accounts

• How to track a bank or savings account
• How to track a brokerage cash account
• How to track a term deposit
• Add a Macquarie Cash Management Account (CMA)
• How to track a foreign currency

Set up

• Create a Cash Account
• Rename a Cash Account
• Delete a Cash Account

Transactions

• Add, search, edit or delete a cash transaction
• Edit a Cash Account transaction
• Delete a Cash Account transaction
• Search transactions in a Cash Account

Sync & export

• Sync trades and payouts to your Cash Account
• Export a Cash Account