Before you go there, I know that there is a “taxes” field available in most transactions. Belgian law, however, requires you to declare stock exchange transactions (buy AND sell) and imposes a 0,12% tax (for ETFs; it is 0,35% for stocks) on them, payable in two-month-periods (the whole TOB process is still in the 20th century). Tax on stock-exchange transactions | FPS Finances
I have been thinking about a smart and efficient way to keep track of those payments I make, because they are not linked to any part of my portfolio, and they are not visible in any deposit account, but they do have an impact on performance, obviously.
Hello, maybe : on Deposit Account, I think there is a Tax operation that you can assign to a security. It is not assigned to a particular buy/sell transaction, but still it should impact the performance of the associates security.
Thanks. For the time being, I have created a separate —TOB— deposit account with a monthly Taxes entry that is not linked to a specific security, because 1/ the tax is due on a monthly basis, and 2/ I prefer not to keep track of these things in detail.
If this is the case, the security driven performance is not the right one. Only the performance of the overall portfolio is more reliable, depend on if the filter is considering the special deposit account.