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Return of capital dividend
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1
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92
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December 19, 2025
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Setting number of decimal points
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1
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89
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December 13, 2025
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Cost base of assets in foreign currency
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3
|
125
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December 9, 2025
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Reorder columns
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2
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86
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November 23, 2025
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Setting up a treasury bond asset
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3
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132
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November 22, 2025
|
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Australian Tax Presets
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1
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83
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November 9, 2025
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Adjusting cost basis following spinoffs
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3
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176
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November 1, 2025
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Principal Change chart - can I subtract portfolio income?
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0
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84
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November 1, 2025
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Regex on date column import
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1
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74
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October 29, 2025
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Automatic tracking of mutual fund capital gains
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3
|
133
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October 26, 2025
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Did I initialize capitally correctly
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9
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154
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October 25, 2025
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Is there a way to chart future returns on expected bond coupon payments
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1
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142
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October 24, 2025
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Custom assets - I can upload historical data as a csv?
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3
|
162
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October 16, 2025
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How to include cash like investments in the Cash report?
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2
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122
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October 14, 2025
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Create custom Categories / Tags for Liquidity/Risk asset types
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1
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141
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October 11, 2025
|
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Adding share that was gifted by employer
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1
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109
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October 8, 2025
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Allocation percentage calculation
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3
|
167
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October 7, 2025
|
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UK GILTS - not available, is it possible please?
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1
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104
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October 2, 2025
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Calculate correct exchange rate on foreign capital gains sales gains for UK residents
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3
|
299
|
October 1, 2025
|
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Need help to Add Currency transactions
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2
|
124
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September 10, 2025
|
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Separation bars
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1
|
93
|
August 13, 2025
|
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Loans and Deposits
|
|
8
|
142
|
August 11, 2025
|
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Import from XTB
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|
1
|
169
|
August 4, 2025
|
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Cash Accounts / Balances / Transactions not being created
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2
|
114
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July 25, 2025
|
|
Weird cash balance
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|
8
|
271
|
July 8, 2025
|
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Can I use the market price when importing transations?
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3
|
145
|
June 18, 2025
|
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Support / feature questions?
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3
|
134
|
June 18, 2025
|
|
3-for-1 stock split of Schwab US Dividend Equity ETF (NYSE: SCHD)
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|
4
|
538
|
June 11, 2025
|
|
Sharing project in 'view only' mode
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|
1
|
168
|
June 4, 2025
|
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How do I mark a short sale as verified?
|
|
1
|
99
|
May 19, 2025
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