• What feature do you want to see in Sharesight?
Xero tracking category functionality
• Why do you want it?
In my Xero file all my share trading transactions are tagged with a tracking category called “Shares”. After Sharesight has synced a transaction I have to manually edit it to add the tracking category. This is annoying.
• How is this affecting you?
It means I am needing to edit all share trades and add the tracking category.
• Do you currently have a workaround solution? If yes, what is it?
I manually edit each share transaction and add the tracking category.
• Can we reach out in future to ask follow up questions about this idea?
Yes