chord blog
Posts tagged #how-to
How to Track Investments Without Logging Every Trade
You don't need a lot-by-lot trading log to know what your portfolio is worth. Here's the snapshot method, what it can't tell you, and where adjusted cost base has to live instead.
How to Track Your Net Worth in CAD and USD
A net-worth spreadsheet with a hand-typed exchange rate drifts. Here's a repeatable method for tracking CAD and USD together, using the Bank of Canada's daily rate.
What Is a QFX File? (And How to Import One on a Mac)
A QFX file is the bank export you download for Quicken-style imports. Here's what's inside one, how it differs from OFX and CSV, and how to bring it into a Mac finance app.