Matching trades with complex tax rules

2021-02-07 Thread Dan Sladden
Hi Here in the UK the rules for matching sells to buys for capital gains tax purposes are complex. The basic rule is to use the average cost, but there is a "30 day rule" which means that a sell should match with a buy in the following 30 days. Take a look at cgtcalculator.com if you want to e

Re: Matching trades with complex tax rules

2021-02-07 Thread Martin Michlmayr
* Dan Sladden [2021-02-07 04:59]: > 2019/03/01 Sell > Assets:Investments-8 AAA ; @ £15.00 This is wrong already. Unfortunately, you'll have to specify the exact lot; run ledger bal Assets:Investments --lots on your example to see the problem -- you shouldn't have any lots in red. Un

Re: Matching trades with complex tax rules

2021-02-22 Thread Dan Sladden
I've ended up using the structure described above, effectively manually tracking all the necessary lots, working out the gains at cgtcalculator.com and implementing the results in ledger by hand. It works and there aren't any lots in red because I never use @ or @@ to specify lot prices. Unfort

Re: Matching trades with complex tax rules

2021-02-22 Thread the.so...@gmail.com
On Monday, 22 February, 2021 at 2:26:12 pm UTC+5:30 dan.s...@gmail.com wrote: > I never use @ or @@ to specify lot prices. Have you out the trading accounts method? https://github.com/ledger/ledger/wiki/Multiple-currencies-with-currency-trading-accounts It still requires calculation of real