Thanks John. I appreciate it.
On July 25, 2022 6:58:12 PM GMT+03:00, john <jra...@ceridwen.us> wrote: > > >> On Jul 25, 2022, at 5:58 AM, David T. via gnucash-user >> <gnucash-user@gnucash.org> wrote: >> >> Hello, >> >> I'm seeking advice from the group about the best way to handle a ticker/name >> change for a held stock. >> >> For example, Facebook renamed itself Meta a while back, and in June they >> changed their ticker from FB to META. Naturally, I wish the Gnucash books to >> reflect these changes; I also want price retrieval to continue to work. >> >> The simple approach is to edit the account name and the security info and >> change them to the new name. Facebook, the Gnucash security and the account >> entries, get changed to META. This approach seemingly works fine; the >> holdings change in the CoA and retrieval of prices resumes. >> >> However, something about this feels incomplete. It feels like some >> information about the holdings gets lost this way. Or am I over thinking >> this? > >That's what I've always done, so I think that you're over-thinking it. After >all, the name change has no material effect on the underlying asset. If it >really bugs you you could create a new security and account and transfer the >shares. When you get around to selling the stock you'll have to look at the >original account to get the basis, but that's not that big a deal; a bigger >one might be that it will probably break the Advanced Portfolio Report. I >don't use that, but if you do you'll probably prefer to just change the name >on the existing security and account. > >Regards, >John Ralls > _______________________________________________ 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.
