Is there any automated way to create deposit transactions on cash accounts?
I cannot justify an extra $10+ a month for access to the API, just to automate a once-a-week deposit transaction (if it even can).
The con note upload doesn’t accept the “cash arrived” emails, and this would double up dividends anyway.
Is there any free API, or way to schedule deposits transactions?
Hi @BKONINGS you can sync your portfolio buy, sell and payout transactions with a Sharesight cash account if the cash account currency is same as your portfolio currency. Please refer to this help page for more information.
Being able to associate “payouts” with only one cash account is too limiting. A better feature would be that you can link a holding to a cash account and any dividends for linked equities will automatically generate a deposit.
@Bunter58 that is what we are working on, so it will be in the next release. The updated payout function will be similar to the trades function where you can assign the dividends to multiple cash accounts based on the trade/broker source
With the option to link trades to a cash account, is there a similar method with dividends? I get thousands of dollars (pounds) in dividends that are paid into my cash accounts and it would be good to be able to automatically have those appear as deposits in the cash account associated with the holding.