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

Add a cash transaction

Last updated June 16, 2026

Cash transactions record manual cash activity in an account with cash tracking enabled.

Read the full cash guide

This topic is covered in the main cash account guide. Use that guide for the full cash transaction walkthrough, transaction-type example, and balance-check behavior.

  • Read the full cash account guide
  • Jump to Where to add cash transactions
  • Jump to Withdrawals, FX conversions, and balance checks

Related articles

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