Note that the account name (under the brokerage account) is a separate name from the securities listing, but as you noted, the account has a link to the stock.
I tend to give the account name something that ties it to the account; for example, if Harry & Sally each have a 401K with ASX stock, I might call the account under Harry H-ASX, or H401K-ASX, and Sally's account might be S-ASX or S401K-ASX. If the stock is renamed, there are probably a couple of ways to handle it -- you could try just renaming the stock in the Security list - it might be that the brokerage account will pick up on the rename and point to the new name. Alternatively, you could create a new Security entry, and just change the brokerage account to point to the new entry. That way, you'd have all of the data under the old name. You'd probably want to turn off price updates for the old name, but just leave alone. Just a few ideas. On Fri, Oct 11, 2024 at 11:47 PM Megan Tilley <megan.til...@gmail.com> wrote: > Hi everyone - another Investment question - probably procedural rather than > specifically a GnuCash 'problem'. > > I have a number of stocks/shares that have produced dividends for > many years. > > I have entered those stocks into GC as per the manual and from reading > other threads in this mailing list. > > When I set them up: > #1 - I used Security Editor - to create a new Security, using the name, > stockcode/ symbol for the ASX, namespace STOCKS, ticked ONLINE QUOTES, > selected MULTIPLE - ASX. > > #2 - I then set up the stock under the Brokerage Account in the Investment > Parent making sure that the Select security/currency was STOCK and the > security (ASX) code > > #3 - I THINK I set up the stock account under the Trading Parent > > Now the over-arching company group has decided to change the name of the > stock (specifically from SLK Sea Link to KLS Kelsian on the ASX) in 2021. > > In my other programs, I could just edit the name entry as there is no > change to the holdings (amount and price remained the same) . > > However, I can not seem to get GC to allow me to edit the Security name > (Security Editor) or the Trading name - which reflects all the purchases > during the "SLK era" which remains relevant to the new "now-KLS era". > > Does this mean I have to re-enter all the data for the new KLS rather than > just change a name or field? > > > Thanks! > > > Megan in Sydney > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > 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. > -- _________________________________ Richard Losey rlo...@gmail.com Micah 6:8 _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: 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.
