A Cash Account is a ledger inside your Navexa portfolio. It is not your real bank.
Use it to record deposits, withdrawals, interest and fees so your portfolio’s cash and performance reconcile. You can turn on automation so trades and dividends post into one chosen Cash Account.
Good for
Mirroring broker cash (settlements, dividends, fees)
Tracking payout or savings buckets alongside investments
Not for
Bank feeds or CSV bank statements
Full bank reconciliation (use accounting software)