P/L Summary

The arithmetic is deliberately simple so you can check it yourself. For any period, total spend is the sum of every amount you entered in the spent field, total return is the sum of every amount in the return field, and the net position is total return minus total spend. A negative net means you spent more than came back over that period.

Entries are grouped by the date on the record, not the date you typed it, so correcting an old entry moves it into the right month. Amounts are stored to two decimal places. No fees, taxes or adjustments are applied, because the site has no way to know them — the totals reflect exactly what you recorded.

This page is a personal tool rather than published content, so it is excluded from any future advertising on this site. The guides explain the calculation and the Recorder in more detail.