• What feature do you want to see in Sharesight?
Automatic creation of pending bank account interest transactions for confirmation (just like interest rate securities and dividend transactions are created, pending confirmation, and the amount is then added to the bank account, once confirmed).
• Why do you want it?
To simplify the process of making sure that the bank account in Sharesight reconciles with the actual bank account, and to ensure that all interest transactions included in the taxation report are included.
• How is this affecting you?
I need to do this manually across all bank accounts every month.
• Do you currently have a workaround solution? If yes, what is it?
I need to do this manually across all bank accounts every month.
• Can we reach out in future to ask follow up questions about this idea?
Yes, please.