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v0.1.7

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@hickeng hickeng released this 21 Mar 23:09
· 33 commits to main since this release

Shared sheets: Google Sheets, Office365 Excel

Major changes to entry of data into RSU and ESPP, and allows configuration of Form 8949 value style:

  • price data is now retrieved based on data from a reference sheet
  • no need to insert rows for RSU or ESPP datasheets - all ranges reference the entire column below the headings.
  • Form8949 Proceeds, Basis, and Adjustment can be switched between the two styles (cash & stock vs cash only) using a Tweak. See the doc.
  • Adds additional documentation for Form 8949 and fractional shares.

Full Changelog: v0.1.6...v0.1.7