![]() ![]() The file needs to be saved in Comma Separated Value (CSV) format. Optional - you can record a comment about the transaction (limited to 120 characters). This field is ignored for buy, sell and dividend transactions. This is only required for credit and debit transactions where it is the amount credited or debited. If set to "1" the transaction will be considered a Non-Cash transaction and will not add a corresponding credit or debit to the cash view. This can be left blank and is only relevant for buy and sell transactions. The transaction's broker charge in pounds. If a p is appended, the number is interpreted as pence, otherwise it defaults to pounds. As SharePad only supports transactions recorded in GBP, currency symbols are not used. Only required for buy, sell and dividend transactions. The number of shares involved in the transaction. Cash transactions only require the Date and Total fields to be completed as well. The first three refer to a specific share, while the latter two are used to record cash transactions. This can be buy, sell, dividend, scrip (for scrip dividends), PID (for property income distribution), credit or debit. ![]() This can be the TIDM, Sedol or ISIN (in the example above all three IDs are for GlaxoSmithKline PLC). Can be recorded in HH:MM or HH:MM:SS format. There are four accepted date formats: DD/MM/YYYY, DD-MM-YYYY, YYYY/MM/DD and YYYY-MM-DD. ![]() The position of the columns can be rearranged and the transactions themselves can be recorded in any order. The transactions must be recorded one per row, with the first row reserved for the column headings. ![]()
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