Navexa

A Cash Account is a running record of portfolio cash in Navexa, used to track deposits, withdrawals, interest and fees, with optional trade and income auto-sync.

What is a Cash Account in Navexa?

Create a Cash Account in Navexa, choose the right currency, set an opening balance, and use correct transaction types to keep cash reporting accurate.

Adding a Cash Account

Automatically post trade and income cash movements to a Cash Account in Navexa using sync settings, from-dates, settlement timing, and filters.

Automating Cash Transactions

You can mirror a bank account with a Cash Account in Navexa, but tracking is manual with no direct bank feed or CSV import.

Can I track my bank account in Navexa?

Track deposits, withdrawals, cash interest, fees and automated cash movements.

Cash Accounts

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