Hello All,
I've included a small sample of a very large workbook I'm working on. The Taxable and Tax-Exempt tabs are essentially data dumps broken by brokerage and then into their respective tabs.
On the 2024 analysis tab is where I'm trying to do all my work. Cell G4:G15 is looking at the month in column "F", and trying to give me a gain/loss breakdown by month looking in the taxable tab and pulling the relevant data from each brokerage. So for the first Brokerage in Taxable "BBAE" the formula on the analysis tab is looking at column "F" Sell Date, and column "H" Gain loss. As you can see the formula is absurd, and as I add more brokerages to the Taxable tab it gets longer and longer. I'm worried eventually I'm going to run into major problem. It's already difficult enough to manage.
Cell J4:J15 is doing the same computations but in the Tax-Exempt tab.
Am I going about this the right way or is there an easier way?
Thank you all in advance!
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