Add a cash snapshot

What a cash snapshot is

A snapshot tells Bitease what the cash balance was for a currency as of the selected date. Later cash transactions and trade effects are applied on top.

When to add a snapshot

• Add one when you want Bitease to match the current cash balance shown by your broker, exchange, or account view.
• Add one after entering part of your historical stock, crypto, or other transaction history if you want to align the cash balance with what your broker or exchange shows on that date.
• Add one when earlier manual cash history is incomplete but you know the correct balance as of a date.
• Use cash transactions instead when you want to record each deposit, withdrawal, dividend, or FX conversion separately.

What information you need

• Currency
• Balance
• As of date and time

Add the snapshot

1. Open the cash account page and choose Add snapshot.
2. Select the Currency for the balance.
3. Enter the Balance.
4. Set the As of date and time.
5. Save the snapshot.

Review after saving

After saving, review the cash history and portfolio overview. Later cash transactions can change the balance from the snapshot date forward.