Thanks for your perspective on this. With my recent experiences with lots, I think I'll keep this simple.
On July 25, 2022 7:01:41 PM GMT+03:00, David Carlson <david.carlson....@gmail.com> wrote: >To me, the former name and the date of the change are important. It is >easy to add a dummy transaction in the register to record those pieces of >information plus whatever other details might be important. Then editing >the stock names and tickers allow price downloads to resume. > >However, sometimes I want reports to show the old names for periods before >the change. Then I go to the trouble to create a new security under the >new ticker and make buy and sell transaction s as if it were a stock split >or buyout. That can also be used if desired to convert unrealized gains >into realized gains or perhaps just move unrealized gains to the new >ticker. I do not use the GnuCash lots feature as I prefer to track lots >manual ly, so I don't know how that would fit in. > >On Mon, Jul 25, 2022, 8:00 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? >> >> Cheers, >> David T. >> _______________________________________________ >> 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.
