• What feature do you want to see in Sharesight?
Id like to be able to assign Cash Accounts like we can assets to a Custom Group
• Why do you want it?
I sort my Custom Groups by Broker, so being able to add the "Cash Account for that broker to that group) would show me amore accurate Value $ Subtotal, including money sitting, waiting in investing. Also allows me to more accurately compare the broker say Selfwealth and Sharesight totals and adjust or look for anomaly’s and sort before to late if there.
• How is this affecting you?
Subtotals are not accurate for each Custom Group as they dont include any Cash
• Do you currently have a workaround solution? If yes, what is it?
No
• Can we reach out in future to ask follow up questions about this idea?
Yes
Now obviously it would have to exclude that line item from any % growth calculations.
I would also recommend that if implemented that any cash account in a custom group is listed at the bottom of all other assets (not alphabetical like the assets are).
Example below is just on a single cash account to illustrate the idea but obviously I would want each cash account in it own custom group aligned to the broker etc.
