Free resource
The Transaction Tracker
A sample spreadsheet for tracking your purchases, sales and transfers, so tax time and record-keeping don't turn into an archaeology project.
My services are for adults who make their own financial decisions. If you're under 18, or someone else handles your finances, a parent, guardian or representative is welcome to get in touch on your behalf.
Whether you're brand new or have been buying for years, a simple, consistent record of every transaction saves hours later, and your accountant will thank you. It's free, with no email list to join.