Re: [GNC] Capital Gain Calculations on Split Stocks

2020-08-25 Thread David T. via gnucash-user
Thanks! On 8/25/2020 9:48 AM, Stan Brown wrote: On 2020-08-24 20:06, D. via gnucash-user wrote: I'll have to figure out how I'd trigger the --extra flag in Windows METHOD 1: a. Duplicate your GnuCash shortcut b. Right-click the duplicate, select Properties c. Add the flag in the Target box.

Re: [GNC] Capital Gain Calculations on Split Stocks

2020-08-25 Thread Stan Brown
On 2020-08-24 20:06, D. via gnucash-user wrote: > I'll have to figure out how I'd trigger the --extra flag in Windows METHOD 1: a. Duplicate your GnuCash shortcut b. Right-click the duplicate, select Properties c. Add the flag in the Target box. METHOD 2: a. Open a command prompt. b. Type CD

Re: [GNC] Capital Gain Calculations on Split Stocks

2020-08-25 Thread D. via gnucash-user
> sure I'm tracking it all the same as the broker, since that's where the tax > folks are going. > > David > > > Original Message > From: peterb > Sent: Mon Aug 24 22:52:23 EDT 2020 > To: "David T." > Cc: Gnucash Users > Subje

Re: [GNC] Capital Gain Calculations on Split Stocks

2020-08-24 Thread D. via gnucash-user
generally about making sure I'm tracking it all the same as the broker, since that's where the tax folks are going. David Original Message From: peterb Sent: Mon Aug 24 22:52:23 EDT 2020 To: "David T." Cc: Gnucash Users Subject: Re: [GNC] Capital Gain Calculations on Sp

Re: [GNC] Capital Gain Calculations on Split Stocks

2020-08-24 Thread D. via gnucash-user
: Christopher Lam Sent: Mon Aug 24 22:01:35 EDT 2020 To: "David T." Cc: Gnucash Users Subject: Re: [GNC] Capital Gain Calculations on Split Stocks David, I don't use stock at all myself but have a couple of suggestions. 1) lots can be made much more visible with the "lot-viewer" re

Re: [GNC] Capital Gain Calculations on Split Stocks

2020-08-24 Thread peterb
My experience is that the View Lots cap gain method is tractable right up to the point where you have partial lots, and is not really usable (or, at least, I don't find it usable) afterwards. When I have a partial sale of a lot, I don't even try to use it. Just add a gain/loss transaction by

Re: [GNC] Capital Gain Calculations on Split Stocks

2020-08-24 Thread Christopher Lam
David, I don't use stock at all myself but have a couple of suggestions. 1) lots can be made much more visible with the "lot-viewer" report which is hidden behind the --extra flag. 2) FIFO and LIFO are handled in advanced-portfolio, and adjusted cost basis is a difficult task documented and

[GNC] Capital Gain Calculations on Split Stocks

2020-08-24 Thread David T. via gnucash-user
Hi, In the last couple of days, I have learned TONS about how to manage capital gains with assorted lots in the GnuCash realm. The financial institution I use has algorithms that adjust my accounts to minimize tax implications. This results in sales against specific lots within GnuCash, and