CSPersonalFinance » user profile

Hi all, signing off on Ozbargain for now. Hope you’ve all enjoyed the deal and getting benefit from the sheet. If you have any questions…

For sure. Answers below: 1. Yes, but you will need to use either Yahoo Finance, FT tickers or [you can follow the FAQ…

Apologies for this, definitely can sort it out for you. Will send you a PM now.

You’re telling me!

APIs are used for live price fetching, so yes that is automated for you. Recording historic balances is a manual task though, as it depends…

Yes you can, and the sheet will help on a FIFO basis. But there is a heavy disclaimer that this is just an estimate and not for use when…

Thanks for the kind words! Enjoy :-)

Completely private. Everything is bundled with the sheet, so no data leaves the sheet and everything is direct to pricing providers. I have…

Sorry could you fill me in on what this is?

Super encouraging to hear! So glad to hear it’s been so useful for you. Keep up the great work.

Property data is manually entered, but there’s lots of websites that can give you an estimate for your address or on a suburb level. I…

Yes correct, just an estimate that updates once a day. I’ll try and see why the EUR value is off (I use a free API for that to update the…

Thanks for the kind words! Glad it’s been so useful to you and made a difference. Always satisfying to hear.

Just a one off fee, all future updates included. You can see all the recent [updates here](https://cspersonalfinance.io/changelog).

Yes it’s included, and resolves live pricing for any asset on CoinMarketCap. You can see more [info…

No worries! Glad to help.

Yep that’s correct! Among other functions, but that is definitely one of the major ones. As for transactions, the sheet works on a level…

Definitely the AU version if you earn your salary in AUD. All assets in other currencies will then be converted automatically for you.

Apologies if there’s an issue with the website. You can see better close-ups and explanations in the [Sheet guide…

The sheet can track Property returns and rental income, but it doesn’t have transaction level tracking for improvement expenses (to keep…

I don’t have an automatic migration tool if that’s what you mean. The data would need to be manually copied in. Hopefully not a big…

Nope - There are no external connections except for those reaching out to MorningStar, Yahoo Finance, CMC and FT.com for live pricing. I…

Sure you won’t be disappointed and it will be worth the time saved. If you have any questions feel free to reach out, and the sheet guide…

It’s a one-off $6 purchase and includes [all future updates](https://cspersonalfinance.io/changelog). There are no ongoing subscriptions…

Time will tell on this one. :-) I hope not!

Absolutely, you can update the sheet at anytime and live values for investments should be returned automatically in realtime. Then you can…

Great question. So this sheet works on a level higher than transactions to ensure ease of use when updating each month. It records balances…

So glad it’s been helpful for you. A good tool is a good tool, no matter how you use it :-)

Thanks for the kind works OZBholic. Glad it’s been of so much use to you.

It’s quite an accusation - so I want to make it right. This is a $6 spreadsheet, and so this was written to consider liability given how…