michaelc
Member of DD Central
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Post by michaelc on Aug 23, 2019 23:07:02 GMT
Apologies if this has been covered elsewhere but how do I calculate my XIRR to to date? i.e. where can I find on the platform the dates and amounts of all my transactions to/fro from bank account ?
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Post by Ace on Aug 23, 2019 23:26:56 GMT
I do it from my bank records as I've never found this in the Unbolted account.
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Post by paulh on Aug 24, 2019 7:42:10 GMT
You can see money in/out of account in the Transactions page linked from your home page. They show up as "bank payment" positive or negative mixed in with buying or loan parts and repayments.
I update my spreadsheet manually but the info is there if I need to check.
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p2pmark
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Post by p2pmark on Aug 24, 2019 8:04:35 GMT
You can see money in/out of account in the Transactions page linked from your home page. They show up as "bank payment" positive or negative mixed in with buying or loan parts and repayments. I update my spreadsheet manually but the info is there if I need to check. But do you need to go through each page? I have 41 pages.
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starfished
Member of DD Central
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Post by starfished on Mar 29, 2020 11:21:42 GMT
Has anyone solved this? I'm looking to find how much I've paid into my isa account for the year without trawling loads of transaction pages...
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Post by dan1 on Mar 29, 2020 11:42:43 GMT
Has anyone solved this? I'm looking to find how much I've paid into my isa account for the year without trawling loads of transaction pages... Easier to search your current account transactions? Failing that contact Unbolted.
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starfished
Member of DD Central
Posts: 296
Likes: 216
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Post by starfished on Mar 29, 2020 12:00:00 GMT
Has anyone solved this? I'm looking to find how much I've paid into my isa account for the year without trawling loads of transaction pages... Easier to search your current account transactions? Failing that contact Unbolted. My accounts would be equally messy as I was transferring from a non-isa UB account to an isa-UB account, via my bank account, and then also withdrawing when things slowed and adding when things sped up. I have now emailed. Hopefully enough other people ask so they add it to the site. They are the only site I use where it has not been easy to get that information...
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Post by dan1 on Mar 29, 2020 12:05:50 GMT
Easier to search your current account transactions? Failing that contact Unbolted. My accounts would be equally messy as I was transferring from a non-isa UB account to an isa-UB account, via my bank account, and then also withdrawing when things slowed and adding when things sped up. I have now emailed. Hopefully enough other people ask so they add it to the site. They are the only site I use where it has not been easy to get that information... If the ISA is flexible (?) and you've only opened it this tax year then the figure "Net Funds Transferred In" on the dashboard should give you what you want? Accounting on Unbolted was always.... taxing!
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starfished
Member of DD Central
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Post by starfished on Apr 1, 2020 16:14:15 GMT
Every little helps.... They've added to the site:
"You have deposited (net) £xxx in this tax year and can deposit £xxx more.
I like UB and despite the court case and the increased general risk of defaults looking forward, I wish I had more money to support them!
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benaj
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Post by benaj on Apr 2, 2020 17:54:39 GMT
Has anyone solved this? I'm looking to find how much I've paid into my isa account for the year without trawling loads of transaction pages... my_account_activity.csv New download added. Try it. Sort data field by Type (Bank Payment)
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