17H·

Scheduled maintenance on July 15, 2026, from 10:00 p.m. to July 16, 3:00 a.m. (UTC)

We are migrating remaining cash positions from portfolios to cash accounts.

During this period, portfolio overviews showing cash positions may be temporarily unavailable or display incomplete data.

You don’t need to do anything.

Your data is secure, and everything will work as usual after the migration.

You can find status updates here:

https://getquin.statuspage.io/incidents/hhjjv75gxdf6

Portfolios without (manual) cash positions are not affected by this.

https://help.getquin.com/de/articles/15794043

Why this migration?

Previously, there were two ways to record cash:

In the portfolio

As a Cash Account

This duplication could lead to confusion, for example when calculating allocation, invested capital, and relative return, if cash was recorded as a portfolio position.

Since cash accounts have been available for some time and are continuously being developed, we are now completely separating cash and investments from one another.

Cash can still be tracked via deposits, withdrawals, and interest.

Interest increases the value of the cash account as usual.

For automatic connections, this separation has been standard for some time.

For total return, we are working on a solution that accurately accounts for interest and uninvested capital. The goal is for interest to increase total return without affecting invested capital or relative returns, while maintaining a clear separation between invested and uninvested capital.

23 Comments

trade_commander_ynref@trade_commander_ynref

Removing cash investments from the portfolio is a terrible and completely misguided decision. Many of us use fixed‑term accounts or high‑interest savings accounts as part of our investment strategy. Moving this to a “cash balance” section makes absolutely no sense and strips the app of its core purpose. Why would anyone want to track personal expenses here? Getquin is supposed to be an investment‑tracking app, not a budgeting tool — and there are countless apps that already do that far better.

Instead of wasting time on useless features, you should focus on improving support for real investment types. Not everyone lives in the USA. Many of us invest in mutual funds offered by local banks, and it’s extremely frustrating to track them manually because the app treats them as worthless entries. Stay focused on what Getquin is supposed to be: a platform to monitor investment performance. You are actively ruining the user experience.

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Stag1440@Stag1440

@trade_commander_ynref completely agree, makes no sense

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getquin K.@Kundenservice

@trade_commander_ynref This is not about requiring the use of the budgeting tool.
It remains optional.

The goal is to standardize import methods and clean up data in the portfolio to make the statistics more meaningful, rather than diluting them with cash and investments, for example.

We intentionally created the option to show cash separately in the asset overview.
Instead of continuing to offer a dual option—with cash included in the portfolio and also as a separate view—we’re consolidating this.

This is especially because more and more users were confused as to why cash could be imported in multiple places with completely different functionalities.

We’re also continuing to work on expanding the return display to separate cash from invested capital, while also taking interest income into account, for example.

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Gonçalo L.@Goncalo9608

Hi! It is not optional as you migrated without option to choose from end user these positions to the cash tab. I got very surprised this morning to know that my portfolio has changed completely 😣

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getquin K.@Kundenservice

@Goncalo9608 Budgeting and the Cashflow diagram are still optional, you don´t have to add expense categories to cash, if you don´t wish to.

You can still track your cash from current accounts of your broker as usual with deposits, withdrawals or interest.
We are also working on an option to add interest and a clean capital calculation to the total return.

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ROSSANO Z.@financer_3222

totally agree.
They continue to increase useless functions for me
But they don't report the ceds deriving from bonds
If it continues like this I'll have to find another application.

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Klein-Anleger@Klein-Anleger

14H

👌

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Max@Mpiena

For me, this next update was the final straw.

I have cancelled my subscription.

Forcing my cash option out of my portfolio is just as bad as previous functional updates, no regard at all for what users want.

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#TechNerd1337@TechNerd1337

@Mpiena same. just canceled the subscription.

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Panagiotis S.@pstat

So now my interest on cash cannot be tracked and be seen as an investment?

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Mike@smeroli

exactly this

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#TechNerd1337@TechNerd1337

Today, my performance is showing a +15% gain right off the bat, with my entire cash position counted as a +100K gain in my portfolio? Also, my cash position is now included in the total return.
Before the update, ~180K total return with a 100K cash position; today, 280K total return? I’ve now deleted the cash positions, but they’re still being included in the calculations everywhere...

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portfolio_maestro_4200@portfolio_maestro_4200

Well, I'd really think long and hard about whether you actually want to do this….
Not a single comment agrees with you about removing Cash.

Very bad idea
I guess I'll be leaving the app too

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Chrissy8283@chrissy8283

How can i track cash now, omfg..

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getquin K.@Kundenservice

@chrissy8283

Mobile:
+ Import
Cash
Choose Bank
Manual
Deposit/Withdrawal/Interest

Or
+ Import
Add to existing account
Choose cash account
Add the new transaction

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Alpalaka@Alpalaka

So what's the reason you're putting cash into separate accounts?

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getquin K.@Kundenservice

@Alpalaka Until now, there have been two ways to import cash.

1. In the portfolio
2. Cash account

This has consistently led to confusion about why there are two options, followed by complaints that, for example, the allocation is incorrect due to cash, the invested capital is calculated too high, and consequently the relative returns are calculated too low, etc.

Since we’ve had the Cash Account option for a while and are constantly expanding it, we’ve now decided to completely separate cash and investments through a migration.

Cash can still be tracked via deposits, withdrawals, and interest. Interest increases the value of the Cash Account as usual. (For automatic connections, this has been handled this way for some time and is already separated during import.)

For the total return, we’re working on a feature to properly include interest and uninvested capital so that interest increases the total return without affecting the invested capital or relative returns, while also allocating interest to the total return. But this will be done with a clear separation of invested/uninvested capital and related items.

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Beggi@Beggi84

Even after what feels like the hundredth update, it’s still the same as ever...
NOTHING IS DISPLAYED ACCURATELY... When comparing my Trade Republic portfolio to what’s shown here—despite data transfers multiple times a day—there are differences of several hundred euros for individual stocks....

On Trade Republic, I’m down €50—in the red... but here, the same stock is shown as up €360! The same frustrating issue with dividend figures—the display of confirmed dividend payments...Nothing adds up at all—not even for those that have already been officially paid out! You’d expect the portfolio values to at least show the actual figures when they’re transferred... but so far, nothing—even though taxes and offsets are set up correctly...

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getquin K.@Kundenservice

@Beggi84 In that case, it’s best to contact us at help@getquin.com or via the support chat so we can look into the matter.

At this point, differences in calculation methods or portfolio transfers alone are enough to result in different returns.

So instead of complaining here, it would be better to send a message to our team. We can’t know if something isn’t working unless you let us know. 😉
In fact, we haven’t received any requests from you regarding any issues via your account email for the past 9 months.

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Indexbox@Indexbox

Ultimately, I hope I’ll still be able to track my overall performance effectively. After all, selling a security inevitably generates cash, which should be factored into the overall performance.

Otherwise, I’ve been hoping for these key features for a long time:
The ability to tag securities (short-term investments, dividend stocks, etc.)
and options to view and analyze data by security type (stocks, ETFs, certificates, etc.)

And an automatic calendar listing all upcoming financial dates for my own securities.

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Pitchi@Zukunftsdenker

Comment was deleted

#TechNerd1337@TechNerd1337

@Zukunftsdenker Apparently not at all anymore. They're all gone for me, too.

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getquin K.@Kundenservice

@Zukunftsdenker To calculate the total return, we are working on a solution that accurately accounts for interest and uninvested capital. The goal is for interest to increase the total return without affecting invested capital or relative returns, while clearly separating invested and uninvested capital.

This is also mentioned in the article.

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