v1.0.0
First public release.
Added
ISK
- Schablonintäkt per calendar year: kapitalunderlag from the four quarter-start
values plus deposits, quoted at the year's rate. - Historic statslåneräntan table (
SLR_NOV_30) back to 2011, with the per-era rate
rules applied as they stood: 2012–2015 the bare rate, 2016–2017 plus 0.75 points
with a 1.25 % floor, 2018– plus a full point. - Fribelopp (150 000 kr for 2025, 300 000 kr for 2026), shared across accounts in
proportion to each one's underlag and never exceeding it.
Depå
- Genomsnittsmetoden cost basis, pooled per security across every depå account and
recomputed from the full imported history rather than the reported year alone. - Schablonmetoden (20 % of proceeds) flagged per disposal where it would beat the
average cost, and used as the fallback when no purchase is on record. - 0.4 % fund schablonintäkt on fund and ETF units held on 1 January, with the
fund/ETF classification taken from Wealthfolio's own taxonomy first, the market
data provider second, and the security's name last. - Detection of depå-to-ISK transfers as disposals, ISK-to-ISK transfers as
non-events, currency-conversion pairs, splits, and broker re-issues.
Crypto (K4 avsnitt D)
- A third account classification,
Crypto, with its own genomsnittsmetoden pool per
coin, kept separate from the depå pool. - Avsnitt D loss rule: gains taxed in full, losses deductible at 70 %, and no netting
between them — unlike avsnitt A. - Schablonmetoden suppressed, since the 20 % rule does not exist for andra tillgångar;
a sale with no purchase on record gets an omkostnadsbelopp of 0 and a warning. - Crypto-to-crypto swaps detected from same-day transfer pairs and booked as a
disposal at the market value of what was received, plus an acquisition of the new
coin. Where several transfers land on one day, each outgoing leg takes the incoming
leg closest to it in value. - Staking, earn and airdrop rewards booked as capital income on receipt and carried
into the pool at that value, with a warning covering mined coins and true airdrops.
Export
- K4 CSV export, semicolon-separated and comma-decimal.
- SRU export (
INFO.SRU+BLANKETTER.SRU) for K4 avsnitt A and avsnitt D, using
Skatteverket's own field codes: A at 3100–3185 with totals 3300/3301/3304/3305,
D at 3410–3475 with totals 3500/3501/3503/3504. Nine rows per blankett for A,
seven for D, both sections sharing the same pages. - Per-disposal or per-coin K4 rows for crypto, switchable, driving both CSV and SRU.
Everything else
- Account classification (ISK / Depå / Crypto / not taxed) as a one-time setup step.
- Combined kapitalöverskott, tax at 30 %, and skattereduktion on a deficit
(30 % of the first 100 000, 21 % above). - Per-date FX conversion, so a 2019 trade is converted at the 2019 rate.
- Warnings grouped by category rather than listed one per activity.