---
Alias: ["Finances"]
Tag: ["🤖", "🕴️", "💲", "✅"]
Date: 2021-08-12
DocType: &DT "Task"
Hierarchy: "NonRoot"
Priority: "Low"
Status: "Not Started"
StartDate: 2021-09-01
DueDate: 2035-12-31
NextReviewDate: &RD 2024-12-30
TimeStamp: 2021-08-12
location: [51.514678599999996, -0.18378583926867909]
fc-calendar: "D2D Calendar"
fc-date: *RD
fc-category: *DT
CollapseMetaTable: true
---
Parent:: [[@@Life Organisation|Life Organisation]]
Progress bar
`= "" + "
" + round((length(filter(this.file.tasks.completed, (t) => t = true)) / length(this.file.tasks)) * 100) + "% completed
" `
---
```button
name Edit Task parameters
type command
action MetaEdit: Run MetaEdit
id EditMetaData
```
^button-FinancesEdit
```button
name Save
type command
action Save current file
id Save
```
^button-FinancesSave
# Finances
```ad-abstract
title: Summary
collapse: open
All things related to personal Finances.
```
---
### To-dos
- [x] :bar_chart: [[@Finances|Finances]]: Re-establish financial plan for 2024 📅 2024-04-30 ✅ 2024-04-15
**[[@Investment Task master|Investments]]**
```ad-task
~~~tasks
not done
path includes Investments
path includes Task
is not recurring
sort by due
hide backlink
hide task count
~~~
```
**[[hLedger]]**
```ad-task
~~~tasks
not done
path includes hLedger
is not recurring
sort by due
hide backlink
hide task count
~~~
```
---
### Recurring To-dos
- [ ] :moneybag: [[@Finances]]: Transfer UK pension to CH %%done_del%% 🔁 every year 📅 2025-10-31
- [x] :moneybag: [[@Finances]]: Transfer UK pension to CH %%done_del%% 🔁 every year 📅 2024-10-31 ✅ 2024-10-31
- [ ] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2024-12-10
- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2024-11-12 ✅ 2024-11-11
- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2024-10-08 ✅ 2024-10-04
- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2024-09-10 ✅ 2024-09-09
- [ ] :heavy_dollar_sign: [[@Finances|Finances]]: Close yearly accounts %%done_del%% 🔁 every year 📅 2025-01-07
- [ ] :heavy_dollar_sign: [[@Finances|Finances]]: Swiss tax self declaration %%done_del%% 🔁 every year 📅 2025-04-29
**[[@Investment Task master|Investments]]**
```ad-task
~~~tasks
not done
path includes Investments
path includes Task
is recurring
sort by due
hide backlink
hide task count
~~~
```
**[[hLedger]]**
```ad-task
~~~tasks
not done
path includes Ledger
is recurring
sort by due
hide backlink
hide task count
~~~
```
---
### Completed tasks
**[[@Investment Task master|Investments]]**
```ad-task
collapse: closed
~~~tasks
done
path includes Investments
path includes Task
sort by due
hide backlink
hide task count
~~~
```
**[[hLedger]]**
```ad-task
collapse: closed
~~~tasks
done
path includes hLedger
sort by due
hide backlink
hide task count
~~~
```
---
### Completed to-dos
- [x] [[@Finances]]: Set up 2022 & CHF 📅 2022-01-23 ✅ 2022-01-22
- [x] Set up Investments on [[hLedger]]
- [x] Explore Personal Accounting software
- [x] Consolidate financial views across geographies
- [x] Check [[Crypto Tasks|Crypto assets]]
---
### Dependencies
%%🔐α GVwoQnHMhoUoG79zYoNrHATnyNt4bJAM3MoU+GZDPV4sv+ymhDKmr+g4lhplMB355WC0u+HJopXDmDyzCTMiLkjmzp0kaMuXNdXV/0leisQ+1BIKkbUu02e4VZvmCPmbajUvffUJvWSrDBYtWF2naicaaZzpUTRfdwkEZcn03ZqhO9Pv/BzrqnYf7VI/PQwmcZkToRe2kEIW34xYzY+gd9lY8ApfehMLWpyBAJCEXTZW6o7T53iPv2iAbj8PA7kzabaYta/MCGtzzSm5rGNYB0w5cE8/353/tQDgPpfakHziHPLingQLsqSZY+4= 🔐%%