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Old 08-21-2007, 04:27 PM
Uglyowl Uglyowl is offline
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Join Date: Nov 2002
Location: They r who we thought they were
Posts: 4,406
Default Re: checking YTD +/-

I have created a spreadsheet with beginning balance, deposits, withdrawals, commissions, dividends, ending balance for each month (everything can be from the statement) and set a formula for the difference to calculate gains and losses.

For % gains for the year, I take the average end balance each month. This isn't exact, but close enough.
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