Cash

AssetView is built to track your cash balance in each account based on transactions. AssetView presents a consolidated view of your cash holdings for cash just as it does for every other asset in the application.

Account Cash Tracking

In the settings for each Account, you may choose whether or not cash is tracked within each Account. When the setting is on for an Account, cash is tracked in that Account. In this case, in order to make a purchase and not carry a negative cash balance in the account, you must have sufficient funds in the account.

When the track cash setting is off, cash is not tracked in the account. In this case, you specify a related Account that, automatically, is the source of cash contributions and where cash distributions are deposited.

Base Currency

AssetView currently uses US$ as the base currency. In the future, we will likely introduce a setting allowing you to choose your base currency.