Migrating investment transactions is particularly challenging because of the issue of capital gains and cost basis. I gave up trying, and instead rely on the broker-derived assessment of gain because of it. With individual stocks, GnuCash's lot features work pretty well, though.
On Fri, Aug 2, 2019 at 3:26, Clint Chaplin<joat...@gmail.com> wrote: In this case, DRIPs are not your friend.... On Thu, Aug 1, 2019 at 2:53 PM David Cousens <davidcous...@bigpond.com> wrote: > Clint, > > You canhandle existing investments in the same manner you handle an > existing > bank account which has a balance when you start. You will have a credit > entry to Equity:Opening Balances to match the debit entry to the account in > which you are maintaining the record of your investment (which would > normally be created somewhere under Assets:Non Current Assets:...). > > This would assume you are going to be able to access your existing records > to get the historical information. > > You can add historical information retrospectively, shifting the dates > back > and adjusting the amounts of the opening entries as you add data going > further back. > > David Cousens > > > > ----- > David Cousens > -- > Sent from: http://gnucash.1415818.n4.nabble.com/GnuCash-User-f1415819.html > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > -- Clint (JOATMON) Chaplin _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- 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 To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
