> On May 17, 2017, at 9:45 PM, David T. via gnucash-user > <gnucash-user@gnucash.org> wrote:
> <snip> > > P.S. -> To the Wiki gurus: I have suggested in the past that having these > “Draft Guide” pages on the Wiki can be problematic and cause troubles, but > was told that they are not linked directly in the main Wiki. Apparently some > people can still find them and get the wrong impression about GnuCash > funtionality. I reiterate my recommendation for the removal of these pages > from the wiki. If not removed for particular reasons, perhaps a prominent disclaimer similar to how Wikipedia puts a giant, non-ignorable, STUB notice at the top of incomplete pages might serve the purpose. I come across that page on lots every time I do a search for the term when dealing with cleaning up posting/un-posting issues with the business features. It has helped me to understand the situation, but it certainly seems a work in progress. Just my few ¢, Adrien > >> On May 17, 2017, at 11:09 PM, Robert Hoogendoorn <robert...@gmail.com> wrote: >> >> Thanks David for your quick reply, >> >> 1. I read about the marking of lots on this site, >> http://wiki.gnucash.org/wiki/Concept_of_Lots >> <http://wiki.gnucash.org/wiki/Concept_of_Lots> under the header Refining the >> concept of lots, lot transfers which read; "An account is marked as "lots >> account" or not. If it is a account in which lots should be tracked it is >> marked as "lot account" and all splits in it will need to belong to a lot." >> I assumed that it was some tick box to be set for lots. >> >> 2. Yeah, you are probably right the buys and sells of lots may be trivial, >> but I would like to show actual buys and sells to a potential client, we >> know besides the realized gain also the quantity which was sold, as such my >> question 3 to perhaps find a report which was already created for this. >> >> >> Kind regards, >> Robert >> >> >> >> >> Kind regards, >> Robert >> >> >> >> >> >> >> On Wed, May 17, 2017 at 2:33 PM, David T. <sunfis...@yahoo.com >> <mailto:sunfis...@yahoo.com>> wrote: >> Robert: >> >> 1) I believe you are confusing “Lots” and “Trading Accounts”, but I could be >> wrong. I am not aware of needing to change any settings to use lots. Lots >> technically aren’t necessary, since a user can manage the gains aspect >> manually. To use the lots feature, select Actions->View Lots in a >> Stock/Mutual Fund account. Trading Accounts are a different animal, one that >> I haven’t met in the wild (i.e., I don’t use them). >> >> 2) I do not believe there is. I assume here that when you say actual buys >> and sells, you really mean that you want information about the gains on >> those buys and sells, since it is trivial to run a report that lists the >> actual Buy and Sell transactions in any given account or selection of >> accounts. >> >> 3) Most reports have been incorporated into the distributed application. >> There are a number of reports that have been offered over the years to the >> community via this list. I don’t know whether there is any easy way to >> search for them. >> >> Cheers, >> David >> >>> On May 17, 2017, at 10:20 PM, Robert Hoogendoorn <robert...@gmail.com >>> <mailto:robert...@gmail.com>> wrote: >>> >>> Hi, >>> >>> I am using version 2.6.16 >>> >>> 1. I understood that there is some kind of tick box which needs to be set >>> to use lots in the investment section, however I can´t find it. Do you know >>> where this needs to be set? >>> 2. Is there a portfolio report available which shows actual lots (buys and >>> sells)? >>> 3. Is there a site on which persons make customized reports available for >>> other gnu users? >>> >>> Kind regards, >>> Robert >>> _______________________________________________ >>> gnucash-user mailing list >>> gnucash-user@gnucash.org <mailto:gnucash-user@gnucash.org> >>> https://lists.gnucash.org/mailman/listinfo/gnucash-user >>> <https://lists.gnucash.org/mailman/listinfo/gnucash-user> >>> ----- >>> Please remember to CC this list on all your replies. >>> You can do this by using Reply-To-List or Reply-All. >> >> > > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
