Re: [GNC] NEw user assistance

2023-01-07 Thread Jim DeLaHunt
Karl: I understand your situation. I also keep my books primarily in Canadian dollars, but track investments in US dollars. On 2023-01-07 09:56, Karl wrote: …If I purchase foreign stocks (foreign to Canada), my broker automatically converts my CAD "broker cash account" to USD to purchase the

Re: [GNC] NEw user assistance

2023-01-07 Thread Karl
Thanks, John. I am a self-directed investor, using an online broker. My structure would be something like this: Bank account ---> transfer funds to ---> online broker cash account (all in CAD $) > all my investments I then use my single online broker cash account to purchase my investments

Re: [GNC] NEw user assistance

2023-01-06 Thread john
GnuCash prioritizes direct prices over indirect ones, so if you have a single AAPL-CAD price in your price database and a bunch of AAPL-USD and USD-CAD ones the latter will be ignored when trying to price AAPL in CAD and you'll almost always get the single direct price. Two more important

Re: [GNC] NEw user assistance

2023-01-06 Thread Christopher Lam
I would think that if your home currency is CAD and you buy some USD stocks, you'd first transfer some cash from your CAD bank into your brokerage account in USD, then immediately use the latter to purchase your AAPL. On Sat, 7 Jan 2023, 5:46 am Karl, wrote: > Hi there John, > > Thanks for the

Re: [GNC] NEw user assistance

2023-01-06 Thread Karl
Hi there John, Thanks for the information. Very helpful! Perhaps I am setting up my foreign (USD) investment accounts all wrong. I'm trying to follow the instructions and examples in Chapters 9.5 and 9.6, but I can't reconcile the instructions with your explanation. So if I set-up the account

Re: [GNC] NEw user assistance

2023-01-06 Thread john
That's a very long-running discussion with another Canadian CPA, see https://bugs.gnucash.org/show_bug.cgi?id=797796 and https://bugs.gnucash.org/show_bug.cgi?id=798004. The simplest workaround is to set up an account structure that looks like Assets Investments Stocks

Re: [GNC] NEw user assistance

2023-01-06 Thread Karl
Hello David and everyone, Thank you for your messages. A little background about myself: I'm a Canadian (born and raised), and a CPA. I have been using GnuCash for a while now, but am interested in delving deeper into its functions that can be useful to me. I use GnuCash only for personal and

Re: [GNC] NEw user assistance

2023-01-05 Thread Geoff
Welcome to GnuCash Karl! > Specifically, I am trying to set-up the online pricing list for stock > quotes. Have a read of these topics: https://wiki.gnucash.org/wiki/Stocks/add_stock https://wiki.gnucash.org/wiki/Online_Quotes Regards Geoff = On 6/01/2023 12:30 pm, Karl wrote: Hello

Re: [GNC] NEw user assistance

2023-01-05 Thread David H
Welcome to gnucash Karl. I think from memory Nabble went away during the pandemic about 12 months ago, so maybe forget that one :-) If you have any questions, post them here to the gnucash user list (gnucash-user@gnucash.org) and you'll get all the help you need. Also just a heads up do NOT use

[GNC] NEw user assistance

2023-01-05 Thread Karl
Hello there! I am a new user to GnuCash and am looking for some assistance. I have subscribed to the mailing list and am attempting to access the Web Forum (Nabble) for further assistance from other users. Specifically, I am trying to set-up the online pricing list for stock quotes. Please