You can not select more than 25 topics
Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
229 lines
4.9 KiB
229 lines
4.9 KiB
---
|
|
|
|
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]]
|
|
|
|
 
|
|
|
|
<center>
|
|
<h6>Progress bar</h6>
|
|
</center>
|
|
|
|
`= "<center><progress value='" + (length(filter(this.file.tasks.completed, (t) => t = true)) / length(this.file.tasks)) * 100 + "' max='100'></progress>" + "<br><h6>" + round((length(filter(this.file.tasks.completed, (t) => t = true)) / length(this.file.tasks)) * 100) + "% completed</h6></center>" `
|
|
|
|
---
|
|
|
|
 
|
|
|
|
```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 📅 2024-10-31
|
|
- [ ] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2024-06-11
|
|
- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2024-05-14 ✅ 2024-05-12
|
|
- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2024-04-09 ✅ 2024-04-06
|
|
- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2024-03-12 ✅ 2024-03-08
|
|
- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2024-02-13 ✅ 2024-02-09
|
|
- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2024-01-09 ✅ 2024-01-06
|
|
- [ ] :heavy_dollar_sign: [[@Finances|Finances]]: Close yearly accounts %%done_del%% 🔁 every year 📅 2025-01-07
|
|
- [x] :heavy_dollar_sign: [[@Finances|Finances]]: Close yearly accounts %%done_del%% 🔁 every year 📅 2024-01-07 ✅ 2024-01-06
|
|
- [ ] :heavy_dollar_sign: [[@Finances|Finances]]: Swiss tax self declaration %%done_del%% 🔁 every year on the last 📅 2024-06-30
|
|
- [x] :heavy_dollar_sign: [[@Finances|Finances]]: Swiss tax self declaration %%done_del%% 🔁 every year on the last 📅 2024-05-31 ✅ 2024-05-24
|
|
- [x] :heavy_dollar_sign: [[@Finances|Finances]]: Swiss tax self declaration %%done_del%% 🔁 every year on the last 📅 2024-04-30 ✅ 2024-04-22
|
|
- [x] :heavy_dollar_sign: [[@Finances|Finances]]: Swiss tax self declaration %%done_del%% 🔁 every year on the last 📅 2024-03-31 ✅ 2024-03-29
|
|
|
|
 
|
|
|
|
**[[@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= 🔐%%
|
|
|
|
|
|
 
|
|
 
|