angrysaveruk
Member of DD Central
Say No To T.D.S
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Post by angrysaveruk on Nov 20, 2017 16:26:16 GMT
Does anyone know if it is possible to get a figure of the total interest earned to date on AC?
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gibmike
Member of DD Central
What is a cynic? A man who knows the price of everything and the value of nothing.
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Post by gibmike on Nov 20, 2017 17:39:14 GMT
Me neither.
We used to have it. Now we do not (or it is hidden).
That is the price of progress.
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jonah
Member of DD Central
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Post by jonah on Nov 20, 2017 18:18:22 GMT
Does anyone know if it is possible to get a figure of the total interest earned to date on AC? Get a tax report for each year and add them up?
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dave2
Member of DD Central
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Post by dave2 on Nov 20, 2017 18:38:26 GMT
At the moment the tax report can only be run for last tax period, 2016-2017. The dates or period cannot currently be changed.
Easiest way is to download each individual account transaction statement as an .xls, open in Excel, and total all interest postings within the required period. Only takes a couple of minutes.
Remember to check all accounts, including quick access and cash.
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mikes1531
Member of DD Central
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Post by mikes1531 on Nov 20, 2017 19:34:05 GMT
At the moment the tax report can only be run for last tax period, 2016-2017. The dates or period cannot currently be changed. The links at the bottom of the Tax Report page still work for me, so I can get reports for prior years. However, I can't get the report for the current year so far that used to be available, and that's unfortunate. I'm preparing to submit my 2016-17 tax return, and where a loan was declared to be a loss in 2016-17 but already has been recovered partially during 2017-18 I'd rather claim a loss for the net amount in 2016-17 so as to avoid having a big loss in that year and a large lump of 'income' in the following year -- that really plays havoc with any attempts to predict my future tax bills.
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angrysaveruk
Member of DD Central
Say No To T.D.S
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Post by angrysaveruk on Nov 21, 2017 10:57:54 GMT
What I currently do is I remember how much I originally deposited and subtract this from the total investment amount. Assetz Capital should consider putting an option on the dashboard for total earning to date. I am sure I am not the only person who likes looking at how much their investments have made on a regular basis  |
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SteveT
Member of DD Central
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Post by SteveT on Nov 21, 2017 11:02:38 GMT
What I currently do is I remember how much I originally deposited and subtract this from the total investment amount. Assetz Capital should consider putting an option on the dashboard for total earning to date. I am sure I am not the only person who likes looking at how much their investments have made on a regular basis That's how I do it too, keeping my "net stake" in round thousands for simplicity. However, that approach will stop working if / when AC ever admit that a loan has suffered a definitive loss (triggering PF pay-outs to managed account holders)!
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markb
Member of DD Central
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Post by markb on Nov 21, 2017 13:15:59 GMT
Would that stop the approach from working? Yes, it'd make the "lifetime interest" calculation incorrect - but I suspect that what's really being asked for is "lifetime profit", in which case it'd be desirable for capital losses and/or provision fund payouts to be included in that calculation. And if not, then the suggested calculation is already incomplete, because it'll include any cashback etc. payments that you've received.
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jo
Member of DD Central
dead
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Post by jo on Nov 28, 2017 9:55:07 GMT
Hey Assetz, when are you going to make Tax Statements user date-configurable again? The present offering is ludicrous.
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gibmike
Member of DD Central
What is a cynic? A man who knows the price of everything and the value of nothing.
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Post by gibmike on Nov 28, 2017 22:19:13 GMT
ludicrous / progress. words I swap in and out of my comments depending on the weather. "hey AC, removing the ability to check my interest between specified dates is really progress" sounds much better and less offensive in the world of pc we now live in. we wouldn't want to hurt peoples feelings by using words such as "ludicrous" now would we. imagine the counsellinig fees jo? I will simply use my 23 column, 97 line excel spreadsheet which I timestamp on a daily basis and compare over the 600 copies I have saved. This is really progress........... |
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Post by lusitania on Nov 29, 2017 7:37:25 GMT
I was trying to find a platform that I'm in that doesn't provide such facility but nope, so it's definitely ludicrous.
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