Well, I do not know how I did it, but I think it was creating a new account. I know that when I started this thread yesterday, I was unable to add the number of shares, but after reading both David's and Richard's responses, I went back into GC, and lo and behold, I was able to add the shares to the newer KLS account.
I was not absolutely clear on David's comment on "zero cost conversion of shares" but logic dictates that the cost is Zero, which is what I have - once I acquire more shares, the value will show up... KLS now shows with a number of shares, and the Dividends are also being recorded against KLS, which is what I needed. Thanks to David and Richard! Megan in Sydney On Sun, 13 Oct 2024 at 03:39, R Losey <rlo...@gmail.com> wrote: > 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.
