Cash account transfers between portfolios

• What feature do you want to see in Sharesight?
Transfers between cash accounts
• Why do you want it?
Currently doing two transactions, one transfer and one deposit. This is very simple to code.
• How is this affecting you?
Double handling
• Do you currently have a workaround solution? If yes, what is it?
Just do it all twice
• Can we reach out in future to ask follow up questions about this idea?
Sure.
Please note I am not a Xero user

3 Likes

Cash account Transfer between Bank accounts would save so much time and less chance of error. (Forgetting the entry in other ac)

Currently having to do a withdrawal in 1 bank account and then make a deposit in the other account. When you add a transaction, you could have transfer (between existing bank accounts)

1 Like

How can I link my BSB and Account number