Cash Flow Management

[ScottFries]

I'm not sure if I'm missing something or this is just an odd omission, but it doesn't seem like Ghostfolio has any concept of cash flow in/out of accounts. How are you expected to represent (cash) transfers between accounts such as:

1. Adding money to a brokerage account
2. Withdrawling money from a brokerage account
3. Transferring stock shares between accounts
4. Transferring cash between accounts

[dtslvr]

Hi @ScottFries

There is no concept for deposit / withdrawal in Ghostfolio. However, you can update the cash balance of any account (e.g. when you receive your salary).

1. Go to Accounts and click Transfer Cash Balance
2. Go to Accounts and click Transfer Cash Balance
3. Update manually (edit the account of the activities)
4. Go to Accounts and click Transfer Cash Balance

[ScottFries]

Thanks for confirming! Is that an intentional design decision, or just absent because it hasn't proved to be necessary? It seems to me like it'd block features like importing transaction history from external sources and accurately reporting total profit/loss.

[dtslvr]

The second, not present because it has not proved to be necessary.

[diamant-x]

Given the inclusion of #2491 wouldn't it make sense to support deposit/withdrawal? Its easier to track when money is added or removed, than to keep track everyday of the balance for that day. Then let Ghostfolio do the maths to show the account balance for each historical day.