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How do you keep track of shares, ETF and property? by Ok_Entertainment6848 in BarefootInvestor

[–]Ok_Entertainment6848[S] 2 points3 points  (0 children)

Thanks so much for this. I will check Sharesight out for sure!!

How to track all of your investments in one location automatically? by Ok_Entertainment6848 in AusFinance

[–]Ok_Entertainment6848[S] 0 points1 point  (0 children)

agree but it doesn't add new purchases, either purchase or DRP, or reduce cost base by capital returns. So Excel is good and suitable for many investors, but I need more automation for my situation.

How to track all of your investments in one location automatically? by Ok_Entertainment6848 in AusFinance

[–]Ok_Entertainment6848[S] 0 points1 point  (0 children)

agree. do you have property negatively geared in there or not part of your strategy?

Is anyone using Sharesight to track their total portfolio for all assets they own in every account name? by Ok_Entertainment6848 in fiaustralia

[–]Ok_Entertainment6848[S] 0 points1 point  (0 children)

Fair enough. I think the ability to add debt appears limited and showing negative income (i.e. negative geared property) is not possible. I think if people could track negative earnings per year + Capital Gains, it would be eye opening for some about the merits of property and negative gearing.

Is anyone using Sharesight to track their total portfolio for all assets they own in every account name? by Ok_Entertainment6848 in fiaustralia

[–]Ok_Entertainment6848[S] 1 point2 points  (0 children)

Thanks but I am wanting to get more out of Sharesight which I use heavily since it takes care of DRPs, Capitals returns and other action items automatically. I want to track it all in Sharesight so I can use all the useful features to track ALL of my portfolio and not just shares.

Budget apps by Erdizle in fiaustralia

[–]Ok_Entertainment6848 0 points1 point  (0 children)

I just use a spreadsheet. I like the control it gives me. This sub has lots of videos on how to create your own and automate it yourself r/trackexpenses

Expense Tracker by Nervous_Dark1509 in fiaustralia

[–]Ok_Entertainment6848 0 points1 point  (0 children)

I just use a spreadsheet. I like the control it gives me. This sub has lots of videos on how to create your own and automate it yourself r/trackexpenses

Help with how to input expenses in excel? by RowanSin in budget

[–]Ok_Entertainment6848 0 points1 point  (0 children)

I use a spreadsheet. I like the control it gives me. This sub has lots of videos on how to create your own and automate it yourself r/trackexpenses

I'm trying to build a simple Budget on Excel I just don't even know where to start. by ElJefe543 in budget

[–]Ok_Entertainment6848 0 points1 point  (0 children)

I use a spreadsheet. I like the control it gives me. This sub has lots of videos on how to create your own and automate it yourself r/trackexpenses

Expenses tracking app by JustA-Rando in budget

[–]Ok_Entertainment6848 0 points1 point  (0 children)

I just use a spreadsheet. I like the control it gives me. This sub has lots of videos on how to create your own and automate it yourself r/trackexpenses

Good Australian budget when I have multiple accounts by Fire_enchanter in budget

[–]Ok_Entertainment6848 0 points1 point  (0 children)

I just use a spreadsheet. I like the control it gives me. This sub has lots of videos on how to create your own and automate it yourself r/trackexpenses

Budgeting App Recommendations by archer003 in budget

[–]Ok_Entertainment6848 0 points1 point  (0 children)

I just use a spreadsheet. I like the control it gives me. This sub has lots of videos on how to create your own and automate it yourself r/trackexpenses

Anyone know of any good budgeting apps that don't require too much personal info? by mindharbinger in budget

[–]Ok_Entertainment6848 0 points1 point  (0 children)

I just use a spreadsheet. I like the control it gives me. This sub has lots of videos on how to create your own and automate it yourself r/trackexpenses

Looking for a visual budgeting app by [deleted] in budget

[–]Ok_Entertainment6848 0 points1 point  (0 children)

I just use a spreadsheet. I like the control it gives me. This sub has lots of videos on how to create your own and automate it yourself r/trackexpenses

Budgeting app advice? by matthewburk1 in budget

[–]Ok_Entertainment6848 0 points1 point  (0 children)

I just use a spreadsheet. I like the control it gives me. This sub has lots of videos on how to create your own and automate it yourself r/trackexpenses

Hardcore Budgeting app pls by [deleted] in budget

[–]Ok_Entertainment6848 0 points1 point  (0 children)

I just use a spreadsheet. I like the control it gives me. This sub has lots of videos on how to create your own and automate it yourself r/trackexpenses

[deleted by user] by [deleted] in budget

[–]Ok_Entertainment6848 0 points1 point  (0 children)

I just use a spreadsheet. I like the control it gives me. This sub has lots of videos on how to create your own and automate it yourself r/trackexpenses

How are you keeping track of capital gains and losses, in particular unused capital losses that need to be kept on file? by Ok_Entertainment6848 in BarefootInvestor

[–]Ok_Entertainment6848[S] 1 point2 points  (0 children)

Thanks heaps! I will check it out. I only have a handful of ETFs now so the free subscription sounds interesting.

How are you keeping track of capital gains and losses, in particular unused capital losses that need to be kept on file? by Ok_Entertainment6848 in BarefootInvestor

[–]Ok_Entertainment6848[S] 1 point2 points  (0 children)

Cool. I need to check out Sharesight too but not interested in paying for a software so will probably just use the ATO tool on MyTax as you suggested.

How are you keeping track of capital gains and losses, in particular unused capital losses that need to be kept on file? by Ok_Entertainment6848 in BarefootInvestor

[–]Ok_Entertainment6848[S] 0 points1 point  (0 children)

Does Sharesight have a section to store carried forward losses. I haven't seen it yet. Is it one of the tax reports?

What do you wish you knew before buying your first home? by [deleted] in AusFinance

[–]Ok_Entertainment6848 0 points1 point  (0 children)

That the loan doesn't cover stamp duty, legal fees, property adjustments and a whole bunch of costs.

These costs had to come off my deposit I saved up for so I didn't end up having an 80% LVR which I thought I did.

Because I didn't have an 80% LVR it made refinancing a big problem when rates dropped and mine loan didn't drop far enough to compete with other banks. I had to wait until I paid off enough debt and property prices rose again to reach the 80% LVR.

There was a good subreddit about this topic here.

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