Might I sort of explain my question to Ismael ... what expecting to see
on an "equity statement" if PERSONAL books. In other words, what
(useful) information expecting to see. I do understand why you would
want a report/statement of equity if (for example)
a) The entity is a partnership.
b) A sole proprietorship BUT there are outside "ownership accounts" <<
would be liabilities ordinarily BUT * >>
c) The entity is a corporation
Michael D Novack
* How those with certain religious beliefs get around prohibitions of
usury, "iron sheep contracts", etc. It's not a violation if the
"lender" shares the risks. Essentially the "lender" is (temporarily)
buying an interest/share and the borrower might have an option to buy
back for more. But until then, the :lender" shares in the profits (or
losses).
On 6/25/2023 4:28 PM, NoobAlice wrote:
Hi Ismael,
"Equity Statement" as a report is the net of your total assets and
liabilities, your personal equity. You reach it via
Reports > Income and Expense > Equity Statement
The "Investments" are amounts that you add directly to
personal-equity-type accounts. So if I have an account named "Opening
Balance" that on the Accounts page is Type: Equity, changes to that
account show up on the Equity Statement report.
You probably want to use "Advanced Portfolio" from
Reports > Assets & Labilities > Advanced Portfolio
which will show you the stocks you own in companies and your
investments in them. These are Type: Stock on your Accounts page.
These stocks are your equity in these companies, but they are just a
part of your personal equity.
* The total you have invested in each stock through the report date is
shown in the "Money In" column.
* The total sales are the "Money Out" column.
To make an investment in a stock, money comes out of your checking
account (an Asset) and goes into the stock (another Asset). So your
personal equity does not change at this time, and there is no change
to the Equity Statement. But the Advanced Portfolio will show the
stock investment.
I hope I didn't over-explain anything, but I'm trying to make this
clear for you and anyone else who has a similar question in the future
and finds this mailing list post.
NoobAlice
On 2023-06-23 11:08 PM, Ismael via gnucash-user wrote:
Hello
I use V5.1 & Win11
My Standard Report - 'Equity Statement' does not show any amount for
'Investments for Period'.
I am sure that I have made investments and recorded them in the
respective Asset account (Stock).
Gnucash HELP is not really helpful for 10.3.5.2. Equity Statement.
Any idea what to do to see 'Investments for Period' in Standard
Report - 'Equity Statement'
Regards
Ismael
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There is no possibility of social justice on a dead planet except the equality
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