Sharesight - How to track term deposits
Автор: Sharesight
Загружено: 2025-06-18
Просмотров: 301
Learn how to track term deposits in your Sharesight portfolio using the following term deposit details:
Initial investment: $50,000
Interest rate: 3.9% p.a.
Payment frequency: yearly
Maturity date: 1 May 2026
0:00 - Intro
0:21 - Term deposit example
0:33 - Create a custom investment
3:07 - Adding a term deposit as a custom group
3:20 - Maturity date of a term deposit (withdrawal)
3:57 - Tracking cash flow via a cash account
4:08 - How to reinvest principal only
5:27 - How to reinvest principal and interest
6:16 - Closing
6:24 - Outro
For more information, please visit:
Track fixed interest investments in your portfolio: https://help.sharesight.com/au/tracki...
Create a Cash Account: https://help.sharesight.com/au/creati...
Sharesight - Diversity report: • Sharesight - Diversity report
*****
Powerful portfolio tracking software that lets you check your investments in one place with award-winning performance, dividend tracking and tax reporting.
Get started with Sharesight:
https://www.sharesight.com
Visit our help site:
https://help.sharesight.com
Join the Sharesight Community:
https://community.sharesight.com
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