Manage cash in a transaction portfolio
Save time! Sync your brokerage accounts to your Yahoo Finance portfolio instead of entering your holdings info manually. Synced portfolios don’t need to (and can’t) be updated manually on Yahoo Finance.
Cash line basics
- When a transaction portfolio is first created, the initial cash value is set to $0.
- Any "Buy" transaction that is created will debit the cash line.
- If no "Cash In" transaction is created to offset the your holding's cost basis, the cash line shows a negative value.
- To balance the cash line, a new "Cash In" transaction must be created. This "Cash In" transaction should at least equal the cost basis of all current holdings.
Creating a Cash In transaction
- Sign in to Yahoo Finance.
- Select a portfolio from the “My Portfolio” drop-down.
- Click Go to My Portfolio.
- Click View Transactions.
- On the right of the page, click the Create Transaction.
- In the "Transaction" row, click Cash.
- Enter a valid date.
- From the "Type" drop-down, choose Cash In.
- In the "Amount" field, enter the cash amount.
- Enter a note (optional). Notes can be up to 40 characters in length (letters and spaces).
- Click Save.
Note: "Sell" transactions serve to credit the cash line. So, to account for the portfolio's value accurately, it best to calculate the sum of all "Buy" transactions and use this value to inform your "Cash In" transaction. Alternatively, individual "Cash In" transactions can be created to offset individual "Buy" transactions.
Different transaction types available will affect the cash line in different ways. The most common transaction types include:
- "Buy"/"Sell" - These debit/credit the cash line.
- "Shares In"/"Shares Out" - These do not debit/credit the cash line.
- "Cash In"/"Cash Out" - These debit/credit the cash line.