Help improve excel calculations for investment tracking
Budget: $50 – $0 USD
I run a tax compliance business that works with individuals with connections to both the US and Canada. These individuals have to file taxes both in Canada and the US. Over 8 years I've developed a spreadsheet to do foreign exchange conversion and tax calculations for stock investment activity. There are certain problems, however, that I've been unable to solve on my own. I am looking to work with someone to brainstorms solutions and possibly to implement them (for example, by writing macros, developing formulas, etc).
Two key problems are:
1) Avoiding circularity with the use of new formulas like filter, scan, etc.
2) Creating a first in, first out approach to security dispositions for the purpose of capital gain calculations.
I'm an advanced Excel user, so you should only consider this assignment if you think you are very advanced and can bring advanced solutions (either in formula, data analysis or VBA) to the problem.
Two key problems are:
1) Avoiding circularity with the use of new formulas like filter, scan, etc.
2) Creating a first in, first out approach to security dispositions for the purpose of capital gain calculations.
I'm an advanced Excel user, so you should only consider this assignment if you think you are very advanced and can bring advanced solutions (either in formula, data analysis or VBA) to the problem.