dawn
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Post by dawn on Oct 10, 2015 16:42:34 GMT
Sorry - I didn't explain it properly. I added the loans to the list at the bottom of the summary sheet - the bit where your numbers are not adding up. I had the same problem when I first imported my transactions into the transactions tab - I have money lent to loans that weren't in the list on the summary tab so needed to add them in. I've attached my latest version of RobberBarons spreadsheet which now contains all current live loans - I have moved some of the parts at the top of the summary sheet and added columns for start date, end date, days left and % lent to each loan. I also have colours grouping loans I think are from the same company and in the total lent column to highlight how much I have lent to each loan. I've left one day of my transactions in the transactions tab so you can see that they all add up - if you paste in your transactions statement hopefully your numbers will add up too
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dawn
Member of DD Central
Posts: 308
Likes: 275
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Post by dawn on Oct 10, 2015 14:19:51 GMT
I added the missing (recent) loans in manually and then the numbers added up and matched those I had calculated elsewhere. There doesn't appear to be a way of currently downloading the complete list of live loans from the Saving Stream site, but new ones are not that frequent and can be added manually to the list as they arrive.
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dawn
Member of DD Central
Posts: 308
Likes: 275
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Post by dawn on Oct 10, 2015 11:08:38 GMT
Thank you Robberbaron,
I have only been with Saving Stream for about a month and developed a small Excel spreadsheet to track what I had been doing also using a copy of the Transactions report. However your summary sheet is so much more comprehensive and very useful. I have slightly adapted the table to include start and end dates for each loan so that I can easily see how long each of them has to run (assuming they don't get extended). This information needs to added manually but only once when a new loan is added to the list.
Thanks for sharing this useful spreadsheet.
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