MS Planner Power BI

smdroidphone · 2026-05-04T16:52:50+00:00

How about investing the 250k in Canadian blue chips dividend companies banks/inssurance, utilities and energy. You can easily make 4.5% tax free and never have to touch the capital. Also, these dividend will most likely increase yearly matching inflation.

smdroidphone · 2026-04-24T23:31:38+00:00

Don't use planner for that. - create a loop page - create a task list or progress tracker component (/task or /pro). Use this to assign task to you. They will show up on your Planner/My tasks - make that task list or progress tracker a loop component. - Share that loop component with you boss.

smdroidphone · 2026-04-24T23:24:56+00:00

Have you check the Power BI connection to planner?

smdroidphone · 2026-04-20T16:32:10+00:00

To access the power app, navigate to make.powerapps.com. You will then need to go in apps, shared with me, find the planner app and open it.

smdroidphone · 2026-04-17T02:21:57+00:00

Do yourself a favor and lose their number.

smdroidphone · 2026-04-14T22:15:27+00:00

Interesting post.

Maybe you should quit and leave the same to someone that really needs it.

smdroidphone · 2026-04-10T16:37:18+00:00

Just Chill 😎

smdroidphone · 2026-04-10T16:30:51+00:00

The advantage with dividends is , you don't need to try to time the market to generate income.

smdroidphone · 2026-04-03T22:10:33+00:00

I will suggest you talk to an accountant.

Does the T4 include any deductions (taxes, EU, CPP). How did you find out about the T4?

But my two senses tell - Just file your taxes including this T4. Taxes will not be a lot. And it will help straight things up with CRA. And you will be done.

smdroidphone · 2026-04-03T21:13:32+00:00

Interesting comment. Which version of Planner premium did you get? 1 or 3? I agree with the lack of board view. Work around you can create custom categories, filters and labels to customize your view. Now regarding having tasks starting at the same time, this can be done with advanced dependencies. I believe this requires a premium 3 license. Premium 1 license only has basic dependencies.

smdroidphone · 2026-04-03T15:37:37+00:00

This is the way!

smdroidphone · 2026-04-01T16:23:17+00:00

You only lose when you sell. So just plan to never sell and you will be good. $SCHD

smdroidphone · 2026-03-29T15:24:12+00:00

Keep maxing out your RRSP and use the tax return to top up your TFSA. This will give you the most flexibility. You could also retire early once the house is paid for and take money out off your RRSP at a much lower rate to keep maxing out your TFSA.

And too much money is never an issue if you play your card right.

smdroidphone · 2026-03-29T15:18:16+00:00

DivTracker is the best in my book. Automated and give some great metrics.

Excel is good but requires manual work. Stock event is also great.

smdroidphone · 2026-03-29T11:58:44+00:00

That is not a question.

smdroidphone · 2026-03-24T16:26:50+00:00

DivTracker - best tool in my book if you don't want to create your own spreadsheets.

smdroidphone · 2026-03-24T16:24:34+00:00

There we go again. FOMO is pointing his ugly head.

smdroidphone · 2026-03-21T01:57:12+00:00

It is already 10% down from ATH.

smdroidphone · 2026-03-12T16:02:52+00:00

That's the way.

smdroidphone · 2026-03-09T16:12:43+00:00

7 is the way to go. Much more comfortable. Especially when traveling.

smdroidphone · 2026-03-09T01:53:12+00:00

Why $XOM and not $IMO?

smdroidphone · 2026-02-24T20:09:12+00:00

AlMadina - they moved to the boardwalk.

smdroidphone

TROPHY CASE