David, Thanks for your info, as I did not realized this was obsolete information, I leave it as it is for now.
Kind regards, Robert On Wed, May 17, 2017 at 11:45 PM, David T. <sunfis...@yahoo.com> wrote: > Robert, > > I will note two points about the page to which you refer: 1) this page is > a section of the wiki that contains an old, *non-current* draft of the User > Guide which was created in 2007, and, 2) the section that you quote is, I > believe, intended as as proposal to improve the lots features (although > it’s difficult to tell because of the fractured English used throughout the > page). > > I would strongly recommend that you consult the current Concept Guide and > Tutorial at http://www.gnucash.org/viewdoc.phtml?doc=guide > > David > > P.S. -> To the Wiki gurus: I have suggested in the past that having these > “Draft Guide” pages on the Wiki can be problematic and cause troubles, but > was told that they are not linked directly in the main Wiki. Apparently > some people can still find them and get the wrong impression about GnuCash > funtionality. I reiterate my recommendation for the removal of these pages > from the wiki. > > > On May 17, 2017, at 11:09 PM, Robert Hoogendoorn <robert...@gmail.com> > wrote: > > Thanks David for your quick reply, > > 1. I read about the marking of lots on this site, > http://wiki.gnucash.org/wiki/Concept_of_Lots under the header Refining > the concept of lots, lot transfers which read; "An account is marked as > "lots account" or not. If it is a account in which lots should be tracked > it is marked as "lot account" and all splits in it will need to belong to a > lot." > I assumed that it was some tick box to be set for lots. > > 2. Yeah, you are probably right the buys and sells of lots may be trivial, > but I would like to show actual buys and sells to a potential client, we > know besides the realized gain also the quantity which was sold, as such my > question 3 to perhaps find a report which was already created for this. > > > Kind regards, > Robert > > > > > Kind regards, > Robert > > > > > > > On Wed, May 17, 2017 at 2:33 PM, David T. <sunfis...@yahoo.com> wrote: > >> Robert: >> >> 1) I believe you are confusing “Lots” and “Trading Accounts”, but I could >> be wrong. I am not aware of needing to change any settings to use lots. >> Lots technically aren’t necessary, since a user can manage the gains aspect >> manually. To use the lots feature, select Actions->View Lots in a >> Stock/Mutual Fund account. Trading Accounts are a different animal, one >> that I haven’t met in the wild (i.e., I don’t use them). >> >> 2) I do not believe there is. I assume here that when you say actual buys >> and sells, you really mean that you want information about the gains on >> those buys and sells, since it is trivial to run a report that lists the >> actual Buy and Sell transactions in any given account or selection of >> accounts. >> >> 3) Most reports have been incorporated into the distributed application. >> There are a number of reports that have been offered over the years to the >> community via this list. I don’t know whether there is any easy way to >> search for them. >> >> Cheers, >> David >> >> > On May 17, 2017, at 10:20 PM, Robert Hoogendoorn <robert...@gmail.com> >> wrote: >> > >> > Hi, >> > >> > I am using version 2.6.16 >> > >> > 1. I understood that there is some kind of tick box which needs to be >> set >> > to use lots in the investment section, however I can´t find it. Do you >> know >> > where this needs to be set? >> > 2. Is there a portfolio report available which shows actual lots (buys >> and >> > sells)? >> > 3. Is there a site on which persons make customized reports available >> for >> > other gnu users? >> > >> > Kind regards, >> > Robert >> > _______________________________________________ >> > gnucash-user mailing list >> > gnucash-user@gnucash.org >> > 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. >> >> > > _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org 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.