ramblin rose
Member of DD Central
“Some people grumble that roses have thorns; I am grateful that thorns have roses.” — Alphonse Karr
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Post by ramblin rose on Dec 19, 2014 8:53:38 GMT
also gives total deposits, total withdrawals, total loans, total sales and total capital repayments for the period specified which could be quite useful sometimes. Has there been any official announcement of this feature from savingstream? I ask because I wonder if it is thought to be finished or whether it's still a 'work in progress'. Has anyone tried to reconcile the reports generated against their own analysis? I've just used it to generate a series of monthly reports for the current tax year, but the total of the months doesn't produce the same answer I get if I ask for a combined report for the full year so far. I now need to go back and re-check my numbers to see whether I've made a mistake or whether the reports produced are inconsistent. I haven't checked against current year. What I did do was produce a report for last tax year to see if it produced a figure that matches what I had calculated myself and put into my tax form and it did match to the penny, so I was content to leave it at that for now.
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Post by pepperpot on Dec 19, 2014 9:24:21 GMT
Has there been any official announcement of this feature from savingstream? I ask because I wonder if it is thought to be finished or whether it's still a 'work in progress'. Has anyone tried to reconcile the reports generated against their own analysis? I've just used it to generate a series of monthly reports for the current tax year, but the total of the months doesn't produce the same answer I get if I ask for a combined report for the full year so far. I now need to go back and re-check my numbers to see whether I've made a mistake or whether the reports produced are inconsistent. I haven't checked against current year. What I did do was produce a report for last tax year to see if it produced a figure that matches what I had calculated myself and put into my tax form and it did match to the penny, so I was content to leave it at that for now. Same for me, the statement generated for my 13/14 was exactly what I took note of on 6thApr this year so I was fairly confident it's correct. However, I've just done a similar exercise to mikes1531 (6thApr - 5thMay, ditto to 6thNov - 5thDec) it does tally up to the penny... but, when 6thDec - 5thJan is added in, I'm out. The 6thApr - 5thJan statement is showing a bit more than the cumulative monthlies. There might be an anomaly for Dec, or trying to calculate interest beyond todays date is throwing it out in some way?? I'll keep a note of what I've got now and try again on 6th Jan.
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Liz
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Post by Liz on Dec 19, 2014 20:00:41 GMT
Where is this feature? I can't see it anywhere on my Android.
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Post by mrclondon on Dec 19, 2014 20:24:07 GMT
Where is this feature? I can't see it anywhere on my Android. It should be in the Account menu 
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Liz
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Post by Liz on Dec 20, 2014 12:27:27 GMT
Thanks.
Looks like I will need to us a PC. There isn't a drop down option on my phone version, format different too.
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kermie
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Post by kermie on Dec 20, 2014 12:55:16 GMT
Thanks. Looks like I will need to us a PC. There isn't a drop down option on my phone version, format different too. Whilst not perfect, you should be able to tell your phone's browser to request a desktop version if the site.
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Liz
Member of DD Central
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Post by Liz on Dec 21, 2014 23:27:53 GMT
Thanks. Looks like I will need to us a PC. There isn't a drop down option on my phone version, format different too. Whilst not perfect, you should be able to tell your phone's browser to request a desktop version if the site. Can't seem to do that. I have been on a PC and the mobile site is exactly the same, apart from the top menu options don't appear, just the bottom menu options. A shame really. Thanks anyway both of you. I also note upfront interest shows when it has been paid, ie upfront. Cash back shows as income, unlike another's p2p site I use.
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kermie
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Post by kermie on Dec 22, 2014 12:47:16 GMT
Can't seem to do that. I have been on a PC and the mobile site is exactly the same, apart from the top menu options don't appear, just the bottom menu options. A shame really. Thanks anyway both of you. I also note upfront interest shows when it has been paid, ie upfront. Cash back shows as income, unlike another's p2p site I use. I took at look on Android/Chrome - the site isn't really particularly nice for mobiles, but in any case, I found and clicked on the "Tax Statement" link at the very bottom - just scroll all the way to the end. Seems OK.
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webwiz
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Post by webwiz on Dec 22, 2014 14:10:01 GMT
The period they use seems to be 1/4 to 31/3 rather than the tax year. I don't suppose this matters?
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ramblin rose
Member of DD Central
“Some people grumble that roses have thorns; I am grateful that thorns have roses.” — Alphonse Karr
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Post by ramblin rose on Dec 22, 2014 14:20:57 GMT
The period they use seems to be 1/4 to 31/3 rather than the tax year. I don't suppose this matters? You can set the dates yourself. It would be more helpful if they defaulted to the tax year of course, but it's not too much of a hardship. Hopefully, they are using the correct dates when they send details into the tax office.
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merlin
Minor shareholder in Assetz and many other companies.
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Post by merlin on Dec 22, 2014 14:51:23 GMT
The period they use seems to be 1/4 to 31/3 rather than the tax year. I don't suppose this matters? My guess is that it is because they always pay interest at the end of the month. Like 31/3/2015
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Liz
Member of DD Central
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Post by Liz on Dec 22, 2014 16:23:13 GMT
Can't seem to do that. I have been on a PC and the mobile site is exactly the same, apart from the top menu options don't appear, just the bottom menu options. A shame really. Thanks anyway both of you. I also note upfront interest shows when it has been paid, ie upfront. Cash back shows as income, unlike another's p2p site I use. I took at look on Android/Chrome - the site isn't really particularly nice for mobiles, but in any case, I found and clicked on the "Tax Statement" link at the very bottom - just scroll all the way to the end. Seems OK. That is new, it wasn't there this morning. Glad they have added it to the bottom for Androids. Thanks SS.
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Liz
Member of DD Central
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Post by Liz on Dec 22, 2014 16:29:26 GMT
The period they use seems to be 1/4 to 31/3 rather than the tax year. I don't suppose this matters? My guess is that it is because they always pay interest at the end of the month. Like 31/3/2015 Spot on, unless a loan goes live and cash back is paid on the 3rd April. I would wait until the day after the tax year has ended, to print your statement, just to be sure. Hopefully I can stay under £10k interest this year, and £10.6k next year, to avoid the hassle of self assessing. Then NISA some loans, as long as the new government doesn't about turn on ISA's and p2p.
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Liz
Member of DD Central
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Post by Liz on Dec 22, 2014 16:32:11 GMT
You can change the date yourself, which I would do to the corresponding tax year, to be on the safe side.
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scubabeer
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Post by scubabeer on Jan 23, 2015 16:20:28 GMT
I tried to use the Tax statement function today, but all the figures were £0.00, whatever dates I selected.
Anybody else having this issue, or is it just me?
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