Automation of Cash Deposit/Withdrawal Transactions

Sharesight features
1

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?

1 Like
2

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.