r23604 - gnucash-docs/branches/2.4 - [r23603]Bug 700656 - Tutorial does not explain type of security

John Ralls jralls at code.gnucash.org
Mon Dec 23 18:29:42 EST 2013


Author: jralls
Date: 2013-12-23 18:29:42 -0500 (Mon, 23 Dec 2013)
New Revision: 23604
Trac: http://svn.gnucash.org/trac/changeset/23604

Modified:
   gnucash-docs/branches/2.4/guide/C/ch_invest.xml
   gnucash-docs/branches/2.4/help/C/Help_ch_Tools_Assistants.xml
Log:
[r23603]Bug 700656 - Tutorial does not explain type of security

Modified: gnucash-docs/branches/2.4/guide/C/ch_invest.xml
===================================================================
--- gnucash-docs/branches/2.4/guide/C/ch_invest.xml	2013-12-23 23:17:19 UTC (rev 23603)
+++ gnucash-docs/branches/2.4/guide/C/ch_invest.xml	2013-12-23 23:29:42 UTC (rev 23604)
@@ -763,7 +763,7 @@
 
                 <listitem>
                   <para>The <guilabel>Type:</guilabel> should already be
-                  <quote>NASDAQ</quote>.</para>
+                  <guilabel>NASDAQ</guilabel>, because this is what was selected in the security selector, but you can change it here, including adding more categories. More information about this can be found in the Help Manual in section 7.7, <quote>Security Editor</quote>.</para>
                 </listitem>
 
                 <listitem>

Modified: gnucash-docs/branches/2.4/help/C/Help_ch_Tools_Assistants.xml
===================================================================
--- gnucash-docs/branches/2.4/help/C/Help_ch_Tools_Assistants.xml	2013-12-23 23:17:19 UTC (rev 23603)
+++ gnucash-docs/branches/2.4/help/C/Help_ch_Tools_Assistants.xml	2013-12-23 23:29:42 UTC (rev 23604)
@@ -2830,11 +2830,21 @@
 
       <itemizedlist>
        <listitem>
-        <para><emphasis role="bold">Type:</emphasis> Indicates for stocks the exchange on which a stock is
-         traded. For mutual funds use the <guilabel>FUND</guilabel> type. If your commodity is not of one of these types, you can
-         create a new type by typing it in the box. For national currencies the type is ISO4217. ISO-4217
-         is an international standard which defines unique three-letter symbols for each currency. National
-         currencies are not user editable.</para>
+        <para><emphasis role="bold">Type:</emphasis> Categories for organizing securities. &app; has the following built in:<itemizedlist>
+            <listitem>
+              <para><guilabel>CURRENCY</guilabel> or <guilabel>ISO4317</guilabel>: These are used for national currencies and are not editable with the <guilabel>Security Editor</guilabel>.</para>
+            </listitem>
+            <listitem>
+              <para><guilabel>FUND</guilabel>: Ordinarily used for open-ended mutual funds, i.e., those that one purchases from and sells to only the issuing company and that are priced daily at their net asset value.</para>
+            </listitem>
+            <listitem>
+              <para><guilabel>AMEX</guilabel>, <guilabel>ASX</guilabel>, <guilabel>EUREX</guilabel>, <guilabel>NASDAQ</guilabel>, and <guilabel>NYSE</guilabel>: These represent a few of the exchanges on which stocks, closed-end mutual funds, and exchange-traded funds are traded.</para>
+            </listitem>
+            <listitem>
+              <para><guilabel>Template</guilabel>: This is a reserved word. It will not normally appear in the <guilabel>Security Editor</guilabel> unless you type it in, and if you do it will cause problems. Don't use it.</para>
+            </listitem>
+          </itemizedlist></para>
+        <para>If your investment doesn't fit into one of these categories, for example if you trade stocks on the DAX or LSE, you can easily create your own type simply by typing it into the field. The type of security has no meaning to Gnucash (except <guilabel>Template</guilabel>, don't use that!), it's there only to make it easier for you to find the security from the selection lists.</para>
        </listitem>
 
        <listitem>



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