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  1. Help center
  2. Portfolio Tracker
  3. Add a cash snapshot

Add a cash snapshot

Last updated June 16, 2026

A cash snapshot sets the known cash balance for one currency at a specific point in time.

Read the full cash guide

This topic is covered in the main cash account guide. Use that guide for the full snapshot explanation, modal example, and worked timeline example.

  • Read the full cash account guide
  • Jump to Set your cash balance with a snapshot
  • Jump to Common mistakes

Related articles

  • Understanding cash accounts
  • Add a cash transaction
  • Track cash in your portfolio
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