Re: [GNC] Setting up an account for stocks
Please copy the list on replies. For one thing, this gives other people the chance to come in and help: you could have had further suggestions well before I got to see your message. On 28 November 2023 at 11:41, Max Hilbig said: > Hi Fred, > > Thanks for your response. > > My first email was a bit incomplete so I will outline my steps from the > beginning. My reference to the guide below is to the Tutorial and Concept > Guide available from the Help menu of GnuCash. [...] > 3. This displayed the "Select security" dialog box. This I note is also > different to the Guide Figure 9.7 and I have no Idea what is meant by > Namespace (see Shot 3). Clicking on the down arrow next to Namespace only > displays "All non-currency" and the down arrow along side of Security did > nothing. > > 4. Clicking the New button in the Select security dialog box displayed the > New security dialog box as shown in shot 4. This also differs form the > Guide figure 9.8 but I filled it out as shown in shot 4 and this is where > I could go no further as the bottom half under Quote Source Information is > greyed out . But it does display the Warning "Finance:Quote not installed > properly". I have not been able to find any information about this to > date. > > So I hope you can shed light on my problem. Your input is most welcome. You need to create a security before you can link it to an account. Please read the Tutorial and the Help on creating securities. The reason you can't complete adding the security isn't because you haven't installed Finance:Quote, it's because you've left Namespace blank (I think). I'm on an earlier version but in the one I have you can't leave Namespace blank. Mine defaults to AMEX (no idea why, unless because it's first alphabetically) but as the Help says you can put anything you like if the security you're interested in isn't one of the predefined ones (apparently your version doesn't have any predefined). ___ 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.
Re: [GNC] Setting up an account for stocks
On 27 November 2023 at 16:38, Max Hilbig said: > Hi, > > I am a newcomer to GnuCash and finding my way around this application. > Having set up various Assets, Equity, Expenses and Income accounts I am > now exploring the Stocks part of this application and have run into a > brick wall. I have tried to get help from the FAQ area but not found an > answer to my problem and am trying the User Mailing List. I hope this is > OK. > > My GnuCash version is 5.4 and Build 5.4+(2023-09-23) and I have been > following the Tutorial and Concepts Guide accessible from the Help Menu. > In particular the following section. > > The Common Usage Investments Setup Investment Portfolio Setup Accounts for > Stocks and Mutual Funds > > I first note that the figure 9.6 differs from the New Account window that > my version displays, but I have filled out this window using the > information from Figure 9.6 as a guide. As soon as I then press OK I get a > window that says “You must choose a commodity” > > I suspect that I have missed something in setting up this application but > have not been able to find it. Hope you can help. Attached is a > screenshot of the New account setup. Unfortunately the error popup is obscuring the field where you were supposed to enter the commodity so we cannot see what you selected. Can you try again, and shift the popup before taking the screenshot? ___ 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.
Re: [GNC] Setting up an account for stocks
Max, In the guide you've referenced under "Example Stock Account" there's a description of individual fields in the dialog box. You need to follow the instructions in item 6 "Create the New Security", and create a security record for your stock, and then in the New Account dialog you'll need to click "Select" next to the "Security/Currency" field, and select the new security you've created. Make sure that you select a "Stocks" parent account _before_ selecting the security, otherwise you will not be able to find your security there. Hope this helps, happy to help if you run into more issues. -- Edward publickey - gnucash@hades.name - 0x313E7073.asc Description: application/pgp-keys signature.asc Description: OpenPGP digital signature ___ 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.
[GNC] Setting up an account for stocks
Hi, I am a newcomer to GnuCash and finding my way around this application. Having set up various Assets, Equity, Expenses and Income accounts I am now exploring the Stocks part of this application and have run into a brick wall. I have tried to get help from the FAQ area but not found an answer to my problem and am trying the User Mailing List. I hope this is OK. My GnuCash version is 5.4 and Build 5.4+(2023-09-23) and I have been following the Tutorial and Concepts Guide accessible from the Help Menu. In particular the following section. The Common Usage Investments Setup Investment Portfolio Setup Accounts for Stocks and Mutual Funds I first note that the figure 9.6 differs from the New Account window that my version displays, but I have filled out this window using the information from Figure 9.6 as a guide. As soon as I then press OK I get a window that says “You must choose a commodity” I suspect that I have missed something in setting up this application but have not been able to find it. Hope you can help. Attached is a screenshot of the New account setup. Sincerely Max Hilbig GnuCash 20231127.docx Description: MS-Word 2007 document ___ 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.
