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How to use:

Fill in one row for each institution and each account
This will be used as a reference for lookups in the and the
Clear Account Sample Data
View of Account Table - Edit
3
info

Exchange Rates:

Fill in a new line for each crypto Symbol you would like to pull the Exchange rate for.
Gold and Silver don’t have APIs into this table, so enter in the exchange rate manually in the fields below, and make sure there is one row each for the GOLD Symbol and the SILVER Symbol in the table.
Clear Exchange Rate Sample Data

Exchange Rates

Exchange Rates

Gold Price Per Oz:
Silver Price Per Oz:

Supporting Tables


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