Simplified Income/Outgoings Report

in steemdev •  4 months ago



http://www.steemreports.com/accounts-reporting-tool-income-outgoings/

I have added a simplified way to view a monthly summary of the all incoming and outgoing transactions in a Steem account. It shows the totals both in the native currencies of the platform, and also in your choice of local currency.

Below the tables is a link which allows you to download the summary data in CSV form for importing into a spreadsheet.

Please remember that this data may not be totally accurate. It is subject to some limitations in data collection and possibly errors or omissions. I suggest you carry out your own checks to ensure you are happy that your records present a true reflection of your financial position.

We will not be held responsible for the use or misuse of the data produced by this tool.

The most notable limitations I am aware of are:

  • No data is available for prior to January 2017.
  • The tool assumes the vests to steem rates change linearly over time as an approximation, but this isn't quite the case in practice.
  • The currency conversion rates used are hourly averages until December 2017, and thereafter minutely averages, with a couple of short gaps (less than 3 hours) which have again been linearly interpolated.
  • If you have too many transactions on your account, the report may not cover the range requested (so as not to overload servers)

This is another step in a slow process of refining these tools, so they can eventually be combined into a proper tax calculation package as time allows. If you have any suggestions, I'd be pleased to hear from you! :)

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It is currently supporting 5 local currencies (usd, eur, gbp, cad, aud). Is it gonna be more in the future? Could you add IDR?

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The problem is that every currency added creates additional data storage requirements, so I'm not sure whether the list can be expanded in the near-term. Eventually, I want to create a full tax-calculation package, so hopefully then there will be more available.

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Nice to know that.

Hi. Your tools are insanely helpful. One quick question - on the financial accounts summary, the totals seem to be totaling everything...rather than off setting in vs. out. Is that by design? am I not understanding?

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Thanks! Yes, this is by design. It makes it more flexible for some purposes, but unfortunately is a bit confusing too. I'm still working out how to present that data in the best way possible for what most people need.

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thanks for asking

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