Hi:
I'm curious as to why hasn't anyone created an "open" Excel UDF to calculate FIFO as it relates to Stocks and Mutual Funds.
Don't get me wrong, there is one available. I found it on the Web --a template; but trying to adopt it for use is a nightmare of an an experience because the VBA code is protected; so you can't add any other VBA code or Macros. Or, if your existing Workbook/Sheet contains any VBA code or Macro, it is not possible to pull the template in for use.
The thing works well if it is used standalone; but the standalone does not conform to how most people track buying and selling and accounting for other things like: Interest Earned, Dividends Earned, Cash In, Cash Out; etc. in a spreadsheet.
I've been struggling with the available template I downloaded and have had nothing but problems in getting it to work in my situation. Most of the times I ended up with a lot of #VALUE errors in the column where the FIFO calculations are done.
Any ideas or anyone shedding light of this topic may ease my frustration.
Thank to all for supporting this forum. It is a great place to get answers.
Cheers!
I'm curious as to why hasn't anyone created an "open" Excel UDF to calculate FIFO as it relates to Stocks and Mutual Funds.
Don't get me wrong, there is one available. I found it on the Web --a template; but trying to adopt it for use is a nightmare of an an experience because the VBA code is protected; so you can't add any other VBA code or Macros. Or, if your existing Workbook/Sheet contains any VBA code or Macro, it is not possible to pull the template in for use.
The thing works well if it is used standalone; but the standalone does not conform to how most people track buying and selling and accounting for other things like: Interest Earned, Dividends Earned, Cash In, Cash Out; etc. in a spreadsheet.
I've been struggling with the available template I downloaded and have had nothing but problems in getting it to work in my situation. Most of the times I ended up with a lot of #VALUE errors in the column where the FIFO calculations are done.
Any ideas or anyone shedding light of this topic may ease my frustration.
Thank to all for supporting this forum. It is a great place to get answers.
Cheers!