RFH,
I like the way you keep your Spreadsheet/s which is a kewl way of keeping records as opposed to still using paper and pencil. My CPA is complaining all the time and that I should make his life a little easier. That, I am working on after having better tools for the Schedule D's and D1's including wash sales. Some how, I get flaged for ACG, VTSS, for wash sales when AIMing.
Mainly, I don't know how to write spreadsheets and am learning on the fly from the 3D visual books that are about 4 or 5 years old. What may take some folks minutes to accomplish for granted, takes me hours and days for a simple task.
Working now on the right side with the sums for rows, then the column sums. Then tackling the box at the bottom. Does the box stay fixed where it's at and just add inserts for each trade and everything gets pushed down one row. Using DROOY as the model with the first 12 lines. Saw a split row on one other model.
I must have a malfunctioned Newport, because I don't get the Notes you have where it sez "Most recent trades". When I have time, I'll figure it out also.
Regards and have a well productive day like yesterday. See ya around the campus. I am,
QuillandPenn
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