Thanks to you for the work!
Regarding the YTD % I am not sure to understand the formula, if you dont mind explaining?
As there is “net worth on 1st of January” (B31), I guess the whole column B for your January net worth, is to be filled up at the end of the month.
To make thing easier with number, if I start the year with 10chf (B31), and at the end of January I Have 15 chf, my YTD % increased of 50% (B29/B31).
But if at the end of February if have 20 chf, I should have an increase of 100% of my networth, but with your formula (C29/B26) it shows 66%
shouldn’t u always divide every YTD month by the B31?
An other little feedback: as the currency fluctuate, I actually do the exchange on that given day at the end of the month
Or, if I use the automatic today date with the standard
googlefinance("CHFEUR") formula, I will then “freeze” the cell value at the end of the month, by copying and pasting just the value of the cell, so my graph doesn’t change in time and I know exactly how much I really had at the end of that month