Excel Workbook

Discussion List

• Problem with transfer in/out (Cost Basis)

  75 views 13 comments 0 points Most recent by patr0kxxx January 15
• Reports Not Updating

  41 views 11 comments 0 points Most recent by GBiasini January 4
• How to enter bond purchase (with accrued interest) in Portfolio Slicer?

  26 views 2 comments 0 points Most recent by samirbud December 2025
• Error Opening New PortfolioSlicer-Source.xlsx

  58 views 4 comments 0 points Most recent by dhstraub December 2025
• Report Currency Not Connected to Value Change Table on Daily Tab (Reports Excel File)

  87 views 3 comments 0 points Most recent by VidasMatelis June 2025
• Circular dependency

  276 views 10 comments 0 points Most recent by VidasMatelis April 2025
• Transactions in src

  62 views 1 comment 0 points Most recent by VidasMatelis April 2025
• Allocation -Target Table

  101 views 9 comments 0 points Most recent by MikeP February 2025
• Daily - Detailed View of Last 10 Days

  63 views 6 comments 0 points Most recent by mg3putt November 2024
• how to make allocation pivot larger

  39 views 4 comments 0 points Most recent by jwenga October 2024
• when srcReview and reports don't match total shares in a holding

  16 views 1 comment 0 points Most recent by jwenga October 2024
• Refresh error in Report (SymbolPrice)

  49 views 1 comment 0 points Most recent by VidasMatelis October 2024
• How to input a stock split

  110 views 7 comments 0 points Most recent by fsroby October 2024
• transaction sheet in source is slow

  69 views 12 comments 0 points Most recent by gsbaker September 2024
• Can't Save Excel after Refresh All

  73 views 2 comments 0 points Most recent by scope11 August 2024