{"id":573,"date":"2026-07-27T17:37:45","date_gmt":"2026-07-27T17:37:45","guid":{"rendered":"https:\/\/avexai.io\/blog\/?page_id=573"},"modified":"2026-07-27T17:41:32","modified_gmt":"2026-07-27T17:41:32","slug":"cgt-record-keeping-template","status":"publish","type":"page","link":"https:\/\/avexai.io\/blog\/cgt-record-keeping-template\/","title":{"rendered":"Free CGT Record-Keeping Template (Google Sheets)"},"content":{"rendered":"\n<style>body.page-id-573 main{max-width:800px;margin-left:auto;margin-right:auto;padding:0 24px;box-sizing:border-box}<\/style>\n\n<div class=\"avex-quick-answer\">\n  <div class=\"qa-label\">Free template \u00b7 Google Sheets \u00b7 No email required<\/div>\n  <p><strong>The CGT record book HMRC wishes you kept.<\/strong> A ready-made ledger for every buy and sell \u2014 structured the way UK capital gains rules actually need it: a transactions tab with automatic tax-year labelling, a disposals log tracking your gains against the \u00a33,000 annual exemption, and a reference tab with the matching rules you&#8217;ll forget by next April.<\/p>\n<\/div>\n\n<p class=\"lead-paragraph\">UK capital gains tax doesn&#8217;t just need this year&#8217;s trades \u2014 it needs your <em>entire<\/em> purchase history, matched under HMRC&#8217;s same-day, 30-day and Section 104 rules. Nobody keeps those records for you. This template is where they live.<\/p>\n\n<div style=\"text-align:center;margin:36px 0\">\n  <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1AjP1ZP0T3TRVZoHiipJBZJdAxgH4rdPFSnYRUNmrQTU\/copy\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;background:#f97316;color:#ffffff;font-weight:600;font-size:17px;padding:16px 36px;border-radius:8px;text-decoration:none;box-shadow:0 4px 14px rgba(234,88,12,0.25)\">\u2b07 Get the template (Google Sheets \u2014 makes your own copy)<\/a>\n  <p style=\"font-size:13px;color:#888;margin-top:10px\">Free \u00b7 no signup \u00b7 your copy, in your Drive<\/p>\n  <!-- VARIANTA EXCEL (op\u021bional \u2014 \u0219terge r\u00e2ndul dac\u0103 nu o publici): -->\n  <p style=\"font-size:14px;margin-top:6px\"><a href=\"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/07\/Avex-Template-M2-CGT-Record-Keeping.xlsx\" style=\"color:#1d4ed8\">Prefer Excel? Download the .xlsx version<\/a><\/p>\n<\/div>\n\n<h2>What&#8217;s inside<\/h2>\n<ul>\n  <li><strong>Transactions ledger<\/strong> \u2014 every buy and sell, one row each, with the tax year computed automatically (6 April boundaries handled \u2014 no more &#8220;which year was March in?&#8221;).<\/li>\n  <li><strong>Disposals log<\/strong> \u2014 realised gains and losses running against the \u00a33,000 annual exempt amount, so you can see your remaining allowance mid-year, not next January.<\/li>\n  <li><strong>Reference tab<\/strong> \u2014 the share-matching rules (same-day \u2192 30-day \u2192 Section 104) in plain English, right where you&#8217;re working.<\/li>\n<\/ul>\n\n<h2>How to use it<\/h2>\n<ol>\n  <li><strong>Make your copy<\/strong> (button above) \u2014 it&#8217;s yours, in your own Google Drive; we never see it.<\/li>\n  <li><strong>Fill the transactions tab from your broker exports<\/strong> \u2014 the exact export clicks for 8 UK platforms are on our <a href=\"https:\/\/avexai.io\/blog\/broker-csv-export-cheat-sheet\/\">one-page cheat-sheet<\/a>.<\/li>\n  <li><strong>Log disposals as they happen<\/strong> \u2014 and watch the allowance tracker, not your memory.<\/li>\n<\/ol>\n\n<p><strong>One honest boundary:<\/strong> this template <em>records<\/em>; it doesn&#8217;t <em>compute<\/em> your final CGT. HMRC&#8217;s matching rules run across all your brokers at once, and that math belongs in a dedicated calculator \u2014 ours is on its way to the blog.<!-- link c\u0103tre \/tools\/cgt-calculator\/ c\u00e2nd T6 e live --> Your records are what make any calculator&#8217;s answer provable.<\/p>\n\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1785173038786\"><strong class=\"schema-faq-question\">Does it calculate my capital gains tax?<\/strong> <p class=\"schema-faq-answer\">No \u2014 by design. It keeps your records straight: what you bought, sold, and how much annual exemption you&#8217;ve used. The actual CGT computation needs HMRC&#8217;s matching rules applied across all your brokers at once \u2014 a job for a dedicated calculator, with your records as its evidence.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1785173063955\"><strong class=\"schema-faq-question\">Does it work in Excel, or only Google Sheets?<\/strong> <p class=\"schema-faq-answer\">Both. The Google Sheets copy is one click; an .xlsx download is available too, and the formulas are compatible.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1785173075107\"><strong class=\"schema-faq-question\">Why keep records at all if my broker shows my history?<\/strong> <p class=\"schema-faq-answer\">Because your broker only knows its own slice. UK share-matching runs across every account you own, brokers don&#8217;t report your trades to HMRC for you, and platforms can close, migrate or truncate history. Your ledger is the one record that survives all of that.<\/p> <\/div> <\/div>\n\n\n\n<div style=\"background:radial-gradient(ellipse 70% 80% at 0% 0%,rgba(227,114,4,.8) 0%,rgba(227,114,4,.25) 40%,transparent 65%),radial-gradient(ellipse 60% 70% at 100% 100%,rgba(246,167,0,.5) 0%,transparent 60%),linear-gradient(180deg,#000814 0%,#001D3D 100%);color:#fff!important;padding:56px 32px!important;text-align:center!important;margin:48px 0;border-radius:16px;border:1px solid rgba(255,165,50,.18)\">\n  <div style=\"display:inline-block;font-size:11px!important;text-transform:uppercase!important;letter-spacing:1.5px!important;color:#001D3D!important;background:#FFCC33!important;padding:5px 12px!important;border-radius:4px!important;font-weight:700!important;margin:0 0 16px!important;line-height:1.4!important\">Private Wealth Copilot<\/div>\n  <div style=\"font-size:30px!important;margin:0 0 14px!important;letter-spacing:-.5px!important;color:#ffffff!important;font-weight:700!important;line-height:1.2!important\">Records are the hard part. We do them automatically.<\/div>\n  <div style=\"color:rgba(255,255,255,.75)!important;margin:0 auto 28px!important;font-size:17px!important;max-width:560px!important;line-height:1.6!important;font-weight:400!important\">Avex AI parses your broker exports locally \u2014 every buy,\n     sell and dividend logged, matched and kept audit-ready. Read-only\n     by design.<\/div>\n  <a href=\"https:\/\/avexai.io\/contact\" style=\"background:#E37204!important;color:#ffffff!important;padding:14px 32px!important;border-radius:8px!important;font-weight:600!important;text-decoration:none!important;display:inline-block!important;font-size:15px!important;margin:4px 6px!important;text-transform:none!important;letter-spacing:0!important;border:none!important;box-shadow:none!important\">Request Early Access<\/a>\n  <a href=\"https:\/\/avexai.io\/#platform\" style=\"background:transparent!important;color:#ffffff!important;padding:14px 32px!important;border-radius:8px!important;font-weight:600!important;text-decoration:none!important;display:inline-block!important;font-size:15px!important;margin:4px 6px!important;text-transform:none!important;letter-spacing:0!important;border:1.5px solid rgba(255,255,255,.3)!important;box-shadow:none!important\">See the Platform<\/a>\n<\/div>\n\n\n\n<p style=\"font-size:13px;color:#888;text-align:center;margin:24px 0 8px\">Avex AI provides software and educational content \u2014 not investment or tax advice. Capital at risk.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Free template \u00b7 Google Sheets \u00b7 No email required The CGT record book HMRC wishes you kept. A ready-made ledger for every buy and sell \u2014 structured the way UK capital gains rules actually need it: a transactions tab with automatic tax-year labelling, a disposals log tracking your gains against the \u00a33,000 annual exemption, and [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":575,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_angie_page":false,"footnotes":"","_wp_rev_ctl_limit":""},"class_list":["post-573","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Free CGT Record-Keeping Template (Google Sheets) \u2014 Built for Section 104<\/title>\n<meta name=\"description\" content=\"Log every buy and sell the way HMRC&#039;s matching rules need it: transactions + disposals tabs, tax-year formulas, allowance tracker. Free Google Sheets template.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/avexai.io\/blog\/cgt-record-keeping-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Free CGT Record-Keeping Template (Google Sheets) \u2014 Built for Section 104\" \/>\n<meta property=\"og:description\" content=\"Log every buy and sell the way HMRC&#039;s matching rules need it: transactions + disposals tabs, tax-year formulas, allowance tracker. Free Google Sheets template.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/avexai.io\/blog\/cgt-record-keeping-template\/\" \/>\n<meta property=\"og:site_name\" content=\"AvexAI Blog\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-27T17:41:32+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/07\/cgt-record-keeping-template.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1350\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":[\"WebPage\",\"FAQPage\"],\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/cgt-record-keeping-template\\\/\",\"url\":\"https:\\\/\\\/avexai.io\\\/blog\\\/cgt-record-keeping-template\\\/\",\"name\":\"Free CGT Record-Keeping Template (Google Sheets) \u2014 Built for Section 104\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/cgt-record-keeping-template\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/cgt-record-keeping-template\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/avexai.io\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/cgt-record-keeping-template.webp\",\"datePublished\":\"2026-07-27T17:37:45+00:00\",\"dateModified\":\"2026-07-27T17:41:32+00:00\",\"description\":\"Log every buy and sell the way HMRC's matching rules need it: transactions + disposals tabs, tax-year formulas, allowance tracker. 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It keeps your records straight: what you bought, sold, and how much annual exemption you've used. The actual CGT computation needs HMRC's matching rules applied across all your brokers at once \u2014 a job for a dedicated calculator, with your records as its evidence.<br>","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/avexai.io\/blog\/cgt-record-keeping-template\/#faq-question-1785173063955","position":2,"url":"https:\/\/avexai.io\/blog\/cgt-record-keeping-template\/#faq-question-1785173063955","name":"Does it work in Excel, or only Google Sheets?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Both. The Google Sheets copy is one click; an .xlsx download is available too, and the formulas are compatible.<br>","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/avexai.io\/blog\/cgt-record-keeping-template\/#faq-question-1785173075107","position":3,"url":"https:\/\/avexai.io\/blog\/cgt-record-keeping-template\/#faq-question-1785173075107","name":"Why keep records at all if my broker shows my history?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Because your broker only knows its own slice. UK share-matching runs across every account you own, brokers don't report your trades to HMRC for you, and platforms can close, migrate or truncate history. 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