• What feature do you want to see in Sharesight? Optional retention of uploaded documents when transactions are ‘reset’
• Why do you want it?Each FY - Sharesight asks me to ‘reset’ my ETF payouts to allow it to calculate my tax report - which is a great feature… But in doing so, it deletes all the document records I have against this payout (dividend statements). Can we still ‘reset’ but keep the docs.
• How is this affecting you? So I don’t have to re-find all my documents each FY and re-upload them.
• Do you currently have a workaround solution? yes, every single document must be re-uploaded.
• Can we reach out in future to ask follow up questions about this idea?