Jackbean on June 19, 2015, 8:27 p.m.
Thanks for the info, on your awesome tool... Keep up the good work!!
View ArticleJin Won Choi on June 19, 2015, 7:40 a.m.
Hi Jackbean, You can use the monthly statements provided by Questrade to fill out the sheet. You can't enter an automatic dividend reinvestment as its own action at the moment. You'll have to enter it...
View ArticleJackbean on June 18, 2015, 8:53 p.m.
Do I enter the net amount or gross.. and what do I do about the commission
View ArticleJackbean on June 18, 2015, 8:35 p.m.
How do I enter a Dividend Reinvestment in the capital gains worksheet?
View ArticleJackbean on June 18, 2015, 8:22 p.m.
where on questrade can i find the information i need to do my capital gains worksheet?
View ArticleJin Won Choi on March 23, 2015, 1:39 p.m.
Hi oconnorm, Thanks for the suggestion, but I'd have to put this one on the back burner. The problem with importing CSVs is that if there's an error with the CSV file, it's hard for the software to...
View Articleoconnorm on March 23, 2015, 8:16 a.m.
In your unlimited spare time, you might add a .csv import function. I have this one stock I have been buying every two weeks for 5 years. I have a spreadsheet to calculate ACB that I wouldn't mind...
View ArticleJin Won Choi on March 17, 2015, 8:54 p.m.
Hi gboudreau, thanks and I'll keep those suggestions in mind. Jin
View Articlegboudreau on March 17, 2015, 6:41 a.m.
Oh, and maybe add the current year in the dropdown menu to create a summary, noting it would only present a partial report. Still could be helpful to plan ahead before the current fiscal year ends.
View Articlegboudreau on March 16, 2015, 11:19 p.m.
Might be a good idea to put a note somewhere near the top that one shouldn't use that worksheet with transactions made in a TFSA or RRSP accounts. Might be pretty evident to most, but some might be...
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