{% extends "base.html" %} {% block title %}Tax year {{ ty.label }}{% endblock %} {% block content %}
{% if prev_year %}‹{% else %}{% endif %}

Tax year {{ ty.label }}

{% if next_year %}›{% else %}{% endif %}

{{ ty.start|day('%-d %B %Y') }} to {{ ty.end|day('%-d %B %Y') }}. {% if days_left is not none %}{{ days_left }} day{{ 's' if days_left != 1 }} left, imported up to {{ ty.last_date|day('%-d %B') }}.{% endif %} {% if ty.first_date and (ty.first_date - ty.start).days > 4 %}Data starts {{ ty.first_date|day('%-d %b %Y') }}{% endif %} {% if days_left is none and ty.last_date and (ty.end - ty.last_date).days > 4 %}Data ends {{ ty.last_date|day('%-d %b %Y') }}{% endif %}

{% if ty.isa_names %}

ISA allowance

{{ ty.isa_names|join(' and ') }}. The allowance is £{{ '{:,}'.format(allowance // 100) }} a year and resets on 6 April.

{% set used = ty.isa_contributions %}

{{ used|money }} used, {% if used <= allowance %}{{ ty.isa_left|money }} left{% else %}{{ (used - allowance)|money }} over the allowance{% endif %}

Counts money paid in. Taking money out doesn't give allowance back unless your ISA is flexible, so check with your provider before paying back in.

{% endif %}

The year in totals

{% for key in ('regular', 'cash', 'adhoc') %}{% set b = ty.buckets[key] %} {% endfor %}
InOutNet
{{ b.label }} {{ b.money_in|money }} {{ b.money_out|money }} {{ b.net|money }}
Kept {{ ty.total_in|money }} {{ ty.total_out|money }} {{ ty.kept|money }}

Money in

{% for cat, payments in investments %}

{{ cat.name }}{% if cat.is_isa %} ISA{% endif %} {{ ty.invested.get(cat.name, 0)|money }} put in{% if ty.withdrawn.get(cat.name) %}, {{ ty.withdrawn[cat.name]|money }} taken out{% endif %}

{% if cat.url %}Open {{ cat.url|site_name }}↗{% endif %} Download CSV
{% if not cat.is_isa %}

Bank payments only. For capital gains you'll also need the amounts bought and sold, which are in {{ cat.url|site_name if cat.url else 'the provider' }}'s own history.

{% endif %}
{% if payments %}
{% for t in payments %} {% endfor %}
DateDescriptionPaid inTaken out
{{ t.date|day('%-d %b %Y') }} {{ t.description }}{% if t.note %}{{ t.note }}{% endif %} {% if t.amount < 0 %}{{ (-t.amount)|money }}{% endif %} {% if t.amount > 0 %}{{ t.amount|money }}{% endif %}
{% else %}

No payments this tax year.

{% endif %}
{% endfor %} {% endblock %}