Add an account to hold investments

John Ralls jralls at ceridwen.us
Fri Sep 11 10:24:23 EDT 2015


> On Sep 11, 2015, at 12:49 AM, Sandip P. Deshmukh <deshmukh.sandip at gmail.com> wrote:
> 
> Here is my problem:
> 
> Start Gnucash -> New Account Hierarchy -> Investment Accounts -> Finish creates:
> 
> (Account Name: Security/ Currency : Placeholder : Account Type format)
> 
> Assets : USD : Placeholder : Asset
> -  Investments : USD : Placeholder : Asset
>   - Brokerage Account : USD: Live : Bank
>     - Bond : USD : Live : Stock
> 
> In this Bond account, I can create multiple securities, say an AMZN security containing AMZN stock, etc.
> 
> But when I try creating another account similar to Bond at a same position (child of Brokerage Account), I can not select Security/ Currency as USD and account type as Stock.
> 
> How do I get that done?
> 
> Thanks for your help in advance.

You shouldn’t have been able to create the “Bond” account as type STOCK with a currency either, the dialog should have emptied the Security/currency selector and blocked currencies when you set the account type to STOCK. How did you get around that the first time?

Regards,
John Ralls




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