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226 lines
4.8 KiB
226 lines
4.8 KiB
---
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Alias: ["Finances"]
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Tag: ["🤖", "🕴️", "💲", "✅"]
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Date: 2021-08-12
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DocType: &DT "Task"
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Hierarchy: "NonRoot"
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Priority: "Low"
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Status: "Not Started"
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StartDate: 2021-09-01
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DueDate: 2023-12-31
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NextReviewDate: &RD 2023-12-30
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TimeStamp: 2021-08-12
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location: [51.514678599999996, -0.18378583926867909]
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fc-calendar: "D2D Calendar"
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fc-date: *RD
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fc-category: *DT
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CollapseMetaTable: true
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---
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Parent:: [[@@Life Organisation|Life Organisation]]
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<center>
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<h6>Progress bar</h6>
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</center>
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`= "<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>" `
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---
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```button
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name Edit Task parameters
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type command
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action MetaEdit: Run MetaEdit
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id EditMetaData
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```
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^button-FinancesEdit
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```button
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name Save
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type command
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action Save current file
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id Save
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```
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^button-FinancesSave
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# Finances
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```ad-abstract
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title: Summary
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collapse: open
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All things related to personal Finances.
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```
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---
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### To-dos
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**[[@Investment Task master|Investments]]**
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```ad-task
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~~~tasks
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not done
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path includes Investments
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path includes Task
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is not recurring
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sort by due
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hide backlink
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hide task count
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~~~
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```
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**[[hLedger]]**
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```ad-task
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~~~tasks
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not done
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path includes hLedger
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is not recurring
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sort by due
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hide backlink
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hide task count
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~~~
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```
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---
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### Recurring To-dos
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- [ ] :moneybag: [[@Finances]]: Transfer UK pension to CH %%done_del%% 🔁 every year 📅 2023-10-31
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- [ ] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2023-11-14
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- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2023-10-10 ✅ 2023-10-10
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- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2023-09-12 ✅ 2023-09-11
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- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2023-08-08 ✅ 2023-08-07
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- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2023-07-11 ✅ 2023-07-11
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- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2023-06-13 ✅ 2023-06-13
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- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2023-05-09 ✅ 2023-05-08
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- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2023-04-11 ✅ 2023-04-11
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- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2023-03-14 ✅ 2023-03-12
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- [x] :heavy_dollar_sign: [[@Finances|Finances]]: update crypto prices within Obsidian %%done_del%% 🔁 every month on the 2nd Tuesday 📅 2023-02-14 ✅ 2023-02-13
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- [ ] :heavy_dollar_sign: [[@Finances|Finances]]: Close yearly accounts %%done_del%% 🔁 every year 📅 2024-01-07
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- [ ] :heavy_dollar_sign: [[@Finances|Finances]]: Swiss tax self declaration %%done_del%% 🔁 every year 📅 2024-01-07
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**[[@Investment Task master|Investments]]**
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```ad-task
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~~~tasks
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not done
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path includes Investments
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path includes Task
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is recurring
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sort by due
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hide backlink
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hide task count
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~~~
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```
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**[[hLedger]]**
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```ad-task
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~~~tasks
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not done
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path includes Ledger
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is recurring
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sort by due
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hide backlink
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hide task count
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~~~
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```
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---
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### Completed tasks
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**[[@Investment Task master|Investments]]**
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```ad-task
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collapse: closed
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~~~tasks
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done
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path includes Investments
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path includes Task
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sort by due
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hide backlink
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hide task count
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~~~
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```
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**[[hLedger]]**
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```ad-task
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collapse: closed
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~~~tasks
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done
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path includes hLedger
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sort by due
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hide backlink
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hide task count
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~~~
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```
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---
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### Completed to-dos
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- [x] [[@Finances]]: Set up 2022 & CHF 📅 2022-01-23 ✅ 2022-01-22
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- [x] Set up Investments on [[hLedger]]
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- [x] Explore Personal Accounting software
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- [x] Consolidate financial views across geographies
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- [x] Check [[Crypto Tasks|Crypto assets]]
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---
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### Dependencies
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%%🔐α GVwoQnHMhoUoG79zYoNrHATnyNt4bJAM3MoU+GZDPV4sv+ymhDKmr+g4lhplMB355WC0u+HJopXDmDyzCTMiLkjmzp0kaMuXNdXV/0leisQ+1BIKkbUu02e4VZvmCPmbajUvffUJvWSrDBYtWF2naicaaZzpUTRfdwkEZcn03ZqhO9Pv/BzrqnYf7VI/PQwmcZkToRe2kEIW34xYzY+gd9lY8ApfehMLWpyBAJCEXTZW6o7T53iPv2iAbj8PA7kzabaYta/MCGtzzSm5rGNYB0w5cE8/353/tQDgPpfakHziHPLingQLsqSZY+4= 🔐%%
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