PennyRange Sheets · Workbook library
Investment record and planning spreadsheets
Organize investment records, cash flows and assumptions without turning a workbook into a recommendation to buy, sell or choose a particular product.
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Browse the category guides →Separate records from projections
A transaction history describes events that occurred. A scenario applies assumptions to possible future cash flows. Choose the file by that distinction before comparing its charts or totals.
Gather dated statements, transaction amounts and any fees relevant to the task. Distinguish contributions from gains and distributions from sales. A percentage without its period and calculation basis is not a reliable comparison.
These are educational organization tools, not personalized investment advice, tax reports or predictions of returns. Check official guidance and the documents for your actual account when rules matter. Use Education for education-expense records rather than general investment records.