It can be a simple form that contains all the necessary information about the person such as home information, business contact information, emergency contact information, blood type and even financial accounts information.
A personal form with such personal and relevant information is helpful in times of emergency where your mind may not be calm and collected to retrieve the necessary information for processing.
The script that is attached to this spreadsheet should fix those issues.
If you have a lot of historical data, you have a couple of choices.
You can either 1) take the time to enter each and every purchase, sale, and received dividend with the dates they happened, or 2) figure out your current cost basis and make a single purchase for that amount in the year you originally purchased the stock.
Drop down selections – These allow you to pick from a predefined list. You can change the validation for these drop down selections by choose …
when selecting the desired cell or column of cells. This is the main page where you will enter the stocks you own.