search

KapJI / capital-gains-calculator

UK capital gains tax calculator which supports transaction history from different brokers
MIT License
119 stars 45 forks source link

Sharesight file formats #263

Open nsratcliffe opened 2 years ago

nsratcliffe commented 2 years ago

Hi there, I'm trying to use cgt-calc with Sharesight files. However, when I export files from Sharesight (AlltradesReport and taxable_income report) they are downloaded as .xlsx files (not .csv) and the format bears no resemblance to the example files you provide. Can you please check or given instruictions for how to download from sharesight the files in the correct .csv formats. Many thanks

KapJI commented 2 years ago

I've never used Sharesight, was the format changed recently? Maybe @danielkza can comment?

nsratcliffe commented 2 years ago

I've never used Sharesight, was the format changed recently? Maybe @danielkza can comment?

I'm not sure. I can supply example file if it would help...

nsratcliffe commented 2 years ago

I've never used Sharesight, was the format changed recently? Maybe @danielkza can comment?

I'm not sure. I can supply example file if it would help...

Actually it seems things have changed - relative to the example files you provide. In the All Trades Report the following column headings are different:

Price instead of Price Brokerage instead of Brokerage Brokerage Currency instead of Currency

HTH

KapJI commented 1 year ago

I guess we need someone who uses Sharesight to fix this.