Intro to Available Cash

New system to keep track of fiat

Riley Ellett avatar
Written by Riley Ellett
Updated over a week ago

Available Cash is an entirely optional system that allows you to keep track of the fiat/cash balances that are located on certain exchanges, brokerages, or even bank accounts. We have consciously made the decision to separate all fiat balances that are not regularly used as investments but only as "available cash" on exchanges or brokerages to invest at some point.

Available cash system in Delta Investment Tracker

Available Cash can affect your portfolio total balance, depending on what you choose in Settings. To add available cash to your total balance, go into Settings -> Calculations -> Toggle on Add available cash to holdings or click here. Toggle this off if you do not want it to be included in the total balance. Available Cash appears separately in your portfolio at the bottom of the portfolio screen.

When adding transactions for assets that are bought with cash, the option ‘Deduct from Available Cash’ comes into play to also keep track of the movements of these cash balances. Likewise, cash can be added to the available balance just like the deduct feature but reversed for sell transactions.

This system also can be used for keeping track of dividends, which are by nature deposited into your brokerage cash holdings, and so this is reflected in Delta as well. You can learn more about automatic dividends in Delta here.

PRO TIP: You can enter different transactions (adding or deducting) by Adding a manual transaction -> Available Cash -> Add New Transaction. This will not affect your portfolio's P/L. (To add a transaction, click here).

PRO TIP 2: You can have available cash in multiple currencies. These will be converted into your Local Fiat Currency set in Settings when shown at the bottom of the portfolio screen.

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