Portfolio Cash

[4MoreProfits]

Mark, We have several accounts at different institutions. Each account has a cash value, but we don't have a symbol for the cash. Is there a setting within FundManager which will retrieve the cash that is on hand in each account and keep it up to date day to day?

Thanks
Jim

[Mark]

Hi Jim,

Your cash balance is updated when you have transactions in it. So, if your broker doesn't explicitly report the cash side transactions, use the default cash account feature. You might like to watch this Tracking Cash Tutorial.