As the tax season is approaching, this update contains a lot of improvements around tax calculations.
Taxes can take Settlement dates into account
Currency rate offsets can take Settlement dates into account
Currency rate offsets and Settlement dates take national holidays into account
Option to specify first month of a year ( 👋 🇦🇺 )
Improve Tax Report & Settings UI
When cloning or deleting a tax preset, ask to reassign accounts
Tax events are applied in date order across all positions
Taxes Due report visual improvements
Transfer and Account Balance transactions don't create tax events (and are therefore not taxed)
Fix not all transactions displayed for a tax event
Add Settled Date column to Taxable Income Report
Allow presets to dynamically switch between tax periods
Fix Tax Due in Taxes Due report not using the currency offset
PL: Two versions to choose from - D-1 and D+1 (using Settlement dates)
PL: Ignore crypto-crypto transactions
PL: Proper crypto tax support
Always default to asset currency in transaction's value & fee
imports: Make Transaction/Asset/Account prop names unique
Dates are exported in a format supported by Excel/Spreadsheets/Numbers (yyyy-mm-dd HH:MM)
Hargreaves Lansdown: new ✨
Portu: new ✨
Bossa: Creates custom corporate bond assets
Portfolio Performance: Handle French export