CSPersonalFinance » user profile

That’s really kind of you and thanks for your support. Let me know if I can help at all!

Really sorry to hear this, feel free to send me a PM and I’ll send your invite to you manually.

The CGT calculations is just an estimate, it’s based on FIFO and chooses parcels automatically for you.

It’s recommended to use a weighted tax average to give a tax estimate. Ultimately this needs to be tailored to your requirement - how…

Feel free to PM me your email and I can do some digging for you. Might be under an old email so more than happy to help look.

If you want the latest version resent to you [you can use this link here](https://cspersonalfinance.io/latest). Hopefully easier!

It’s definitely possible to track as a couple, and I [have this FAQ…

I believe if you click that drop-down you can remove the delivery address if it’s pre-filled by PayPal. Definitely not required!

Very easy to do! There’s a migration tool in the full version that will migrate everything across for you and get you all setup. Takes…

Thanks for the kind words! I recently spent some time working [on the Sheet guide](https://guide.cspersonalfinance.io/) to make things more…

Thanks for the kind words! And completely understand the frustration. In v2.14 I added the ability to be able to record for past months…

Yep that’s probably a good idea, then you’ll have your numbers locked in for August that way. You can always re-record at any time if…

I assume that is the PayPal window? Do you get a pop-up blocker prompt in your browser bar?

You can enter in your own super funds, although in this case the balance will be manually updated. You can then include any payouts in your…

Every journey begins from somewhere. Accountability and a sense of progress is what makes it stick.

Whether it’s ATO deductible is probably situation specific and how you intend to use the sheet. Unfortunately due to the scripts that…

Something I’m investigating and it’s on my to-do list to make this as easy as possible and potentially integrate with providers like…

The latest version is v2.15.0 now [which contains a lot of major changes since v2.12](https://cspersonalfinance.io/changelog). I recommend…

If you’ve already purchased no need to purchase again. Just shoot me a PM and I’ll sort out a new version for you.

Thanks for the kind words! Glad to hear it’s been helpful for you.

Great question. So this sheet works on a level higher than transactions to ensure ease of use when updating each month. It records balances…

Thanks for the suggestion on this. It’s come up recently as well with retirement accounts spanning managed investments. I’ll take this…

On listed assets on support exchanges yes, but not managed funds, crypto or off market assets. This sheet imports from Yahoo Finance, FT…

While this might seem like just another spreadsheet, I assure you it’s not. [Please check the last…

Unfortunately Excel is more limited in what is offered via scripting. The scripts that power the sheet use functionality that is only…

So this sheet is not a transaction tracker, but a general wealth tracker. It sits a level above transactions to make entry easier and less…

Just a joke on the recent rate prediction saga. Removed to avoid any confusion or misunderstanding (not the intention).

—— **FAQ #1: Why should I pay money for this?** The sheet is heavily automated, self-hosted, has live pricing and is a one-off payment…

Recent Tarrifs rises may be impacting your Temu purchases, but this spreadsheet can help you budget for that next Aldi Special Buy. This…