Initial version is released!
- Go to Settings → Early access and enable Cash Tracking
- Go to Settings → Cash tracking and enable it
A few things to note:
- You can safely turn it on and off - all cash transactions are calculated on the fly, so you won’t break your data
- Currently you can only configure it globally, but there will be a way to configure it per asset, account and currency
- You can enable it on accounts with existing cash balance, meaning the cash will be tracked from the earliest Cash Transfer/Buy/Balance. It’s the safest and most sensible mode, but you need to add some Account Balance or Transfer transactions for the accounts and currencies you want to track
- If you enable it everywhere, it will only work for currencies you already have in your project - you will need to add them manually. Once you enable tracking, new currencies will be added automatically
- You can convert all cash to a single currency - it’s meant for accounts where brokers do that for you and don’t provide FX conversions
- If you navigate to your cash account, you will see all transactions that affected it’s balance. This is by design, but before the full release they will be presented a bit differently to reduce confusion.
Let me know how it works for you 