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Post by dan1 on May 17, 2017 19:18:10 GMT
Just noticed that a csv download of investments has been added to the account welcome page. It contains the same details as listed on the previous welcome page, at least it saves one CTRL-A, CTRL-C, CTRL-V sequence!
Perhaps it's been there a while but I've only just noticed it.
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greatmarko
Member of DD Central
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Post by greatmarko on May 17, 2017 21:02:09 GMT
Perhaps it's been there a while but I've only just noticed it. No, it's new. Unbolted have been making a number of changes to their site over the past few days. More in this thread.
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elliotn
Member of DD Central
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Post by elliotn on Jun 1, 2017 4:20:01 GMT
Has anyone managed to calculate monthly interest paid without recalculating each transaction? Part repayments are not split between cap/int so a pivot on transaction history is incomplete and the tax statement is fixed for prior years. Want to reconcile banking + interest earned to website each month, thanks!
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Post by dan1 on Jun 1, 2017 4:50:59 GMT
Has anyone managed to calculate monthly interest paid without recalculating each transaction? Part repayments are not split between cap/int so a pivot on transaction history is incomplete and the tax statement is fixed for prior years. Want to reconcile banking + interest earned to website each month, thanks! No, I don't believe that you can calculate without drilling down into each transaction. All I can calculate is the interest paid on completed loans because, as you say, part payments are not split. It's perhaps the biggest disincentive to invest on the platform, which in most other respects I like.
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Post by dan1 on Jun 8, 2017 20:24:54 GMT
Has anyone managed to calculate monthly interest paid without recalculating each transaction? Part repayments are not split between cap/int so a pivot on transaction history is incomplete and the tax statement is fixed for prior years. Want to reconcile banking + interest earned to website each month, thanks! take a look at your tax statement page unbolted.com/uk/lenders/tax-statement - it now includes a "Monthly Split" of taxable interest and capital loss. Thanks ashwinp
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elliotn
Member of DD Central
Posts: 3,063
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Post by elliotn on Jun 9, 2017 3:06:56 GMT
Has anyone managed to calculate monthly interest paid without recalculating each transaction? Part repayments are not split between cap/int so a pivot on transaction history is incomplete and the tax statement is fixed for prior years. Want to reconcile banking + interest earned to website each month, thanks! take a look at your tax statement page unbolted.com/uk/lenders/tax-statement - it now includes a "Monthly Split" of taxable interest and capital loss. Thanks ashwinpYes, many thanks, I've had a stab at reconciling and asked unb if they could confirm the difference to my portfolio balance is accrued interest on part repaid loans, will report back.
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