You want to capture cash, your clearing account or current account?
Then read on!
We don't yet have global connections to banks or clearing accounts to import corresponding automatically. This includes platforms like Interactive Brokers, which require users to manually input their cash balances.
Therefore the items have to be created manually. This limitation highlights the need for manual entries to maintain accurate tracking of investment portfolios.
To create a corresponding position manually, you can proceed as follows:
Go to the desired portfolio or create a new one.
Now go to the button "New transaction".
In the upper menu select "Cash".
Select this and now you will see the transaction menu
Enter the desired name
Now select the date.
Next you enter the amount of the deposit or withdrawal
Now just click on Add transaction and you are done.
After adding a deposit, you can also add rewards or interest. If you encounter discrepancies or issues with tracking, consider troubleshooting by checking entry details or seeking platform support. Additionally, it is important to regularly update manual entries and verify them against brokerage account statements to ensure accuracy.