{"id":389,"date":"2014-09-24T23:13:41","date_gmt":"2014-09-25T03:13:41","guid":{"rendered":"http:\/\/www.adjustedcostbase.ca\/blog\/?p=389"},"modified":"2015-01-05T08:39:38","modified_gmt":"2015-01-05T13:39:38","slug":"exporting-adjusted-cost-base-data-to-a-spreadsheet","status":"publish","type":"post","link":"https:\/\/www.adjustedcostbase.ca\/blog\/exporting-adjusted-cost-base-data-to-a-spreadsheet\/","title":{"rendered":"Exporting Adjusted Cost Base Data to a Spreadsheet"},"content":{"rendered":"<p><a title=\"AdjustedCostBase.ca\" href=\"http:\/\/www.AdjustedCostBase.ca\/\">AdjustedCostBase.ca<\/a> allows you to download data in a spreadsheet format.\u00a0 This can be useful for the following reasons:<\/p>\n<ul>\n<li>You can keep backups of your data.\u00a0 It&#8217;s always good practice to save backups of any data periodically.<\/li>\n<li>It can allow you to view the data locally and perform your own calculations.<\/li>\n<\/ul>\n<p>Data can be downloaded for your entire account (or portfolio, if you have <a title=\"The Portfolio Feature on AdjustedCostBase.ca\" href=\"https:\/\/www.adjustedcostbase.ca\/blog\/the-portfolio-feature\/\">multiple portfolios<\/a>) or for individual securities.\u00a0 After logging into AdjustedCostBase.ca, you&#8217;ll be able to see a link to download all your data near the bottom of the page:<\/p>\n<p><a href=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/download_all_data_to_spreadsheet.png\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-391\" src=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/download_all_data_to_spreadsheet.png\" alt=\"Download All Data to Spreadsheet\" width=\"522\" height=\"184\" srcset=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/download_all_data_to_spreadsheet.png 522w, https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/download_all_data_to_spreadsheet-300x105.png 300w\" sizes=\"auto, (max-width: 522px) 100vw, 522px\" \/><\/a><\/p>\n<p>When you go to a security&#8217;s page, you&#8217;ll be able to download data for that security only:<\/p>\n<p><a href=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/download_all_data_to_spreadsheet_security.png\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-392\" src=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/download_all_data_to_spreadsheet_security.png\" alt=\"Download Security Data to Spreadsheet\" width=\"622\" height=\"167\" srcset=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/download_all_data_to_spreadsheet_security.png 622w, https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/download_all_data_to_spreadsheet_security-300x80.png 300w\" sizes=\"auto, (max-width: 622px) 100vw, 622px\" \/><\/a><\/p>\n<p>Data can be downloaded in two formats:<\/p>\n<ul>\n<li>Excel (.xlsx)<\/li>\n<li>Comma-Separated Value (.csv)<\/li>\n<\/ul>\n<p>Both file types should be compatible with Microsoft Excel, <a title=\"Apache OpenOffice\" href=\"https:\/\/www.openoffice.org\/download\/index.html\" target=\"_blank\">OpenOffice Calc<\/a>, and other popular spreadsheet applications.\u00a0 The Excel format will contain some basic formatting of the data, while the CSV format is only basic text.<\/p>\n<p>When you download all data, the spreadsheet will contain a list of all your securities including current ACB values, as well as a list of all transactions.\u00a0 For example:<\/p>\n<p><a href=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/spreadsheet_example.png\" data-rel=\"lightbox-image-2\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-395\" src=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/spreadsheet_example.png\" alt=\"Spreadsheet Example\" width=\"1289\" height=\"442\" srcset=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/spreadsheet_example.png 1289w, https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/spreadsheet_example-300x102.png 300w, https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/spreadsheet_example-1024x351.png 1024w, https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/spreadsheet_example-624x213.png 624w\" sizes=\"auto, (max-width: 1289px) 100vw, 1289px\" \/><\/a><\/p>\n<p>When you open the Excel formatted file in Excel, you may see the following error:<\/p>\n<p><a href=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/enable_editing.png\" data-rel=\"lightbox-image-3\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-394\" src=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/enable_editing.png\" alt=\"Enable Editing Error in Excel\" width=\"804\" height=\"176\" srcset=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/enable_editing.png 804w, https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/enable_editing-300x65.png 300w, https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/enable_editing-624x136.png 624w\" sizes=\"auto, (max-width: 804px) 100vw, 804px\" \/><\/a><\/p>\n<p>As the message states, you&#8217;ll need to click on &#8220;Enable Editing&#8221; to be able to edit the spreadsheet.<\/p>\n<p>The downloaded spreadsheets can also be uploaded and edited using Google Drive\/Google Sheets and Microsoft&#8217;s OneDrive using Excel Online.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AdjustedCostBase.ca allows you to download data in a spreadsheet format.\u00a0 This can be useful for the following reasons: You can keep backups of your data.\u00a0 It&#8217;s always good practice to save backups of any data periodically. It can allow you to view the data locally and perform your own calculations. Data can be downloaded for [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-389","post","type-post","status-publish","format-standard","hentry","category-adjustedcostbase-ca-site-help"],"_links":{"self":[{"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/posts\/389","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/comments?post=389"}],"version-history":[{"count":5,"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/posts\/389\/revisions"}],"predecessor-version":[{"id":695,"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/posts\/389\/revisions\/695"}],"wp:attachment":[{"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/media?parent=389"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/categories?post=389"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/tags?post=389"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}