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Hi everyone;
Just started exploring the template:
1. I have quite a lot of historical transactions, from 31 December 2015 to date, (I would like to have 5 years history), is there a efficient way of updating the historical trade details line by line - ie using a excel template that one can append.
2. i use brokers largely in three countries but they dont only hold one currency, in the groupings, so i tend to manage portfolio's by by toggle between share alone and or broker (with their respective holdings below), how is the best way to group here as it seems you have to select account by currecy
3. i have broker fees not management fees, so fees are broker specific rather than share specific..... any suggestions
Just started exploring the template:
1. I have quite a lot of historical transactions, from 31 December 2015 to date, (I would like to have 5 years history), is there a efficient way of updating the historical trade details line by line - ie using a excel template that one can append.
2. i use brokers largely in three countries but they dont only hold one currency, in the groupings, so i tend to manage portfolio's by by toggle between share alone and or broker (with their respective holdings below), how is the best way to group here as it seems you have to select account by currecy
3. i have broker fees not management fees, so fees are broker specific rather than share specific..... any suggestions
Comments
2. Most likely you want to utilize Account table columns like "Account Group 1..3", and/or Portfolio and or Tax. But you have to try and see what works for you.
3. Use BankFee transaction type to record fees.