My take on investment returns tracking

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You should include all categories that are relevant. So in your case you should include Transfers. I personally created new categories for deposits and withdrawals and I use transfers mostly for trades or non consequential transactions.

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(post deleted by author)

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@zeromargin I am not sure why your post was flagged. But happy to offer pointers.
There are 2 separate formulas in that section.

  • The first one generates the first 2 rows; All and the Comparison rows. In that formula, look at how all the cashFlowXxx labels/variables are computed e.g. cashFlowColumns, cashFlowDatesQ etc. and mirror those for bank fees.
  • The 2nd one generates all the account rows and has a very similar logic as the first one. So just mirror the cashFlowXxx logic again.
    Let me know if you run into any issues.