# How to include cash like investments in the Cash report?

**URL:** <https://community.mycapitally.com/t/how-to-include-cash-like-investments-in-the-cash-report/703>\
**Category:** Questions\
**Created:** [October 14, 2025, 2:53pm UTC](https://community.mycapitally.com/t/how-to-include-cash-like-investments-in-the-cash-report/703 "2025-10-14T14:53:07Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![Polu](https://community.mycapitally.com/letter_avatar_proxy/v4/letter/p/1e40af/32.png) [@Polu](https://community.mycapitally.com/u/Polu)\
**Post date:** [October 14, 2025, 2:53pm UTC](https://community.mycapitally.com/t/how-to-include-cash-like-investments-in-the-cash-report/703/1 "2025-10-14T14:53:07Z")

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hi - question in this regard please: The Cash report is very useful and I would like to also add cash like investments to that report but I can’t seem to do it. For example CSH2 LU1230136894 is cash like. I tried to add it as a cash asset but it can’t find it, not sure if it’s because it is already an asset in my portfolio classified as an ETF. is there a way to address this or is adding a Tag a better way? Thank you!

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**Author:** ![rafal](https://community.mycapitally.com/user_avatar/community.mycapitally.com/rafal/32/18_2.png) [@rafal](https://community.mycapitally.com/u/rafal)\
**Post date:** [October 14, 2025, 3:08pm UTC](https://community.mycapitally.com/t/how-to-include-cash-like-investments-in-the-cash-report/703/2 "2025-10-14T15:08:49Z")

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As “Cash report” you mean “Cash balances” bookmark?

`Cash` is a special type of an asset, which always have a price of 1 and a FIAT currency, so it’s not possible to treat market-traded assets as cash.

But you can create your own bookmarks easily, so you can have your own report.

For example, you could set `Money Market` category on your CSH2, or even `Cash` if you want.

Then, you set the filter up top to `Asset Category` `is` `Cash, Money Market` and you create a new bookmark locking whatever parameters you need.

Here you will find [more about bookmarks](https://www.mycapitally.com/help/bookmarks) and [Category taxonomy](https://www.mycapitally.com/help/organizing-portfolio#taxonomies).

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**Author:** ![Polu](https://community.mycapitally.com/letter_avatar_proxy/v4/letter/p/1e40af/32.png) [@Polu](https://community.mycapitally.com/u/Polu)\
**Post date:** [October 14, 2025, 3:15pm UTC](https://community.mycapitally.com/t/how-to-include-cash-like-investments-in-the-cash-report/703/3 "2025-10-14T15:15:00Z")

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Yes that’s what I meant and thanks for the quick answer!