A complete business system, a complete portfolio management system, a
complete non-profit system*, etc, etc. have many pieces. ONE of those
pieces for all of them is "general ledger". That is what gnucash does.
THAT PART.
There are arguments about system design philosophy, monolithic vs
modular. But even if you take the monolithic side, general ledger would
be a part of a "complete business system" rather than the other way around.
I do understand you. For "portfolio management" you want percentages.
But the guy selling widgets wants inventory and POS, the gal with
employees wants payroll, they want billable hours*, etc. etc.
Michael D Novack
* or policies sold, or whatever
PS: Gnucash is full "general ledger". It allows you to enter simple two
account transactions "cashbook style" over all accounts (even if neither
is "cash" and not in the small but "popular" cashbook subset of
accounts). Just means you don't HAVE TO enter "journal style" unless
more than just two accounts . I remember the old days of pen and ink on
paper when we used a "cashbook" to simplify entry of the most common
transactions (and avoiding transcription errors made when posting from
the journal). But if you wanted, could turn that off and enter
everything "journal style". The journal in gnucash is virtual BUT
gnucash will show it to you if you ask (it's among the reports)
On 5/22/2025 8:52 PM, GTI .H wrote:
Sorry, dear friend Stephen, but should I show you what you don't see? . . .
?
A graphical report that can show the variations between periods is a BASIC
need with a ton of possible uses, it is not something specific to
investments monitoring.
The development of this functionality requires simple mathematical formulas
and a few lines of code, and it could even be planned more elaborately so
that it would accept various formulas as modifiers of the value plotted on
the graph.
And I have never heard that GnuCash is strictly a cashbook that does not
allow, in any way, anything outside of that as an absolute rule.
What about stock accounts? What about the stock reports suggested by the
noble friend Geoff?
"It shows % capital gain/loss plus % return (including any
dividends/distributions)".
Are they in the wrong software?
From the GnuCash website:
"GnuCash is a free, GNU GPL-licensed *accounting program for individuals
and small businesses*, available for GNU/Linux, BSD, Solaris, Mac OS X, and
Microsoft Windows.
Designed to be easy to use, yet powerful and flexible, GnuCash lets you
keep track of your bank accounts, *stocks*, income, and expenses. As fast
and intuitive as a checkbook, it is based on professional accounting
principles to ensure balanced books and accurate reporting."
It is fast and intuitive as a checkbook, but it does not necessarily IS A
checkbook.
Please don't invent limits, any useful functionality is welcome.
If you or anyone else can't help, if no one else can bring something useful
. . . this thread is closed.
Thanks all.
Em qui., 22 de mai. de 2025 às 13:07, Stephen M. Butler <kg...@arrl.net>
escreveu:
On 5/22/25 08:38, GTI .H wrote:
Hello flywire,
Thanks for the answer.
Why do you think I don't use investment portfolio monitoring tools? I use
this and many other third-party tools and others that I developed myself
with the help of AIs.
The issue here is WITHIN GnuCash, it is not about solving my issue with
any
other solution that may exist. I already have this issue resolved outside
of GnuCash as I showed in the attachment that I sent a few messages ago.
The need to have a graphical report that has the ability to show the
variations between periods is a very useful basic need that would bring a
lot of comfort and practicality. This would prevent GnuCash from being
reduced to just a basic DB in some issues.
Em qui., 22 de mai. de 2025 às 01:41, flywire<flywi...@gmail.com>
escreveu:
*I need to monitor the evolution of my investments*
*Why would you try to do that in a cashbook instead of the myriad of
portfolio tracking tools?*
Don't ask the hammer to function as a screwdriver.
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