Does anyone have a custom screen for stock gifts they are willing to share a screen shot of? I've asked our IT department to create a custom screen which would include the following fields:
Date Received: date Symbol: text No. Shares: number High: currency Low: currency Median : (calculated?)
I'm wondering whether anyone has a working system.
Thanks
We use an Excel spreadsheet to track the numbers, a Word doc form for gift entry and then record the info you've mentioned in the Notes tab of the transaction - this sounds like a good idea, I'd like to know how it turns out!