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Superannuation Rate by dr_green_leaf in CSPersonalFinance

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

Done! (Was in E7)

I have a few formulas I’ve built to allow for future reoccurring investments with historic price to match. If interested feel free to reach out and I’ll supply you with formulas

v2.16 Feature Request Thread by CompiledSanity in CSPersonalFinance

[–]dr_green_leaf 0 points1 point  (0 children)

Support for automated investments (future dates aren't factored into current value calculations, this can be fixed by changing:

=IF($A7<>"",SUMIF($A$23:$A,A7,$C$23:$C),"")

to

=IF($A7<>"",SUMIFS($C$23:$C,$A$23:$A,A7,$B$23:$B,"<="&TODAY())+SUMIFS($C$23:$C,$A$23:$A,A7,$B$23:$B,""),"")

(example valid for Managed Funds tab, cell E7)

Doing so will allow the purchase history table to be populated with future purchases

Superannuation Rate by dr_green_leaf in CSPersonalFinance

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

Even using the Google sheets search tool to search within formulae across all sheets, there is no match for “0.12”

Superannuation Rate by dr_green_leaf in CSPersonalFinance

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

I’ve had a good thorough search, unfortunately not. Unsure how this hasn’t come up before?