On 1/31/2025 7:31 AM, rsbrux via gnucash-user wrote:
I have been using GC for years for all of my bookkeeping, including investment
tracking.
I have managed to make rudimentary Asset Allocation reports for the major
investment types (stocks, bonds, funds, etc.) but would like to also monitor
the distribution of my investments over sector (financial, industrial,
pharmaceutical, etc.)
I don't find any way to do this in GC, or even a way to associate a given
investment with a given sector.
How do other GC users handle this? Is there some add-on or external tool
anyone can recommend?
It's all in how you set up your CoA. You cannot report on data that you
do not capture.
I assume your CoA now has:
Assets
Investments
Stocks
Bonds
etc.
You want
Assets
investments
stocks
financial
industrial
etc.
bonds
financial
etc.
Now the data has been captured. Your next question is going to likely be
that you want to be able to have reports be EITHER hierarchy. Sorry, not
WITHIN gnucash as only one CoA hierarchy in standard bookkeeping. So
while you can get ONE directly, for the reverse, you'll need to export
and rearrange outside of gnucash.
Michael D Novack
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