How can we help?

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.

SMSF (Australia): If you manage a self-managed super fund, you can also use a Cash Account to track your SMSF bank account. Set up a separate Cash Account for the fund's bank account and record all deposits, withdrawals, and interest payments to keep an accurate record of the fund's cash balance alongside its investments.