Added a whole heap of knowledge files, including all SMSF docs. Modifed the email traige directios to tighten it the the inbox only.

2026-05-09 07:53:49 +10:00
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+# SMSF Transactions Ledger
+
+This folder is for **actual executed SMSF transactions**, separate from allocation ideas/proposals.
+
+## Files
+
+- `actual-transactions.csv` — canonical analyzable ledger for purchases/sales/fees; suitable for import into spreadsheets or reporting scripts.
+- `actual-holdings.md` — readable current holdings snapshot.
+- `../source-documents/` — screenshots, contract notes, broker confirmations and statements.
+
+## Recording convention
+
+Add one row per actual transaction or fee event. Keep unknown fields blank rather than guessing.
+
+Important fields to capture when available:
+
+- trade date/time
+- settlement date
+- ticker / asset name
+- quantity
+- unit price
+- gross value
+- brokerage / GST / fees
+- total cash movement
+- broker/account
+- contract note or source document reference
+- FX rate and FX fee for non-AUD assets
+
+## Current first transaction
+
+- `2026-05-07-NDQ-BUY-001`: bought 429 NDQ via Stake for total A$24,953.64.