gnucash-docs stable: Multiple changes pushed
John Ralls
jralls at code.gnucash.org
Fri Dec 13 16:08:53 EST 2024
Updated via https://github.com/Gnucash/gnucash-docs/commit/2ffd0c10 (commit)
via https://github.com/Gnucash/gnucash-docs/commit/36503ed9 (commit)
via https://github.com/Gnucash/gnucash-docs/commit/8d5ec631 (commit)
from https://github.com/Gnucash/gnucash-docs/commit/fa250b54 (commit)
commit 2ffd0c109e32043ff34234542c5bfc073f62dfc7
Author: John Ralls <jralls at ceridwen.us>
Date: Fri Dec 13 13:05:27 2024 -0800
Security Editor updates:
Make list item names match those in the dialog, adding items to complete
the list and removing the no-longer provided default namespaces.
diff --git a/C/manual/ch_Tools_Assistants.docbook b/C/manual/ch_Tools_Assistants.docbook
index e291851a..791a6103 100644
--- a/C/manual/ch_Tools_Assistants.docbook
+++ b/C/manual/ch_Tools_Assistants.docbook
@@ -5458,76 +5458,65 @@
<itemizedlist>
<listitem>
- <para><emphasis role="bold">Name:</emphasis> The full name of the commodity is a recognizable name such as
- <emphasis>US Dollars</emphasis> or <emphasis>IBM Common Stock</emphasis>.
+ <para><emphasis role="bold">Full name</emphasis>: The full
+ name of the commodity is a recognizable name such
+ as <emphasis>US Dollars</emphasis> or <emphasis>IBM Common
+ Stock</emphasis>.
</para>
</listitem>
<listitem>
- <para><emphasis role="bold">Symbol:</emphasis> Indicates the symbol or abbreviation for the commodity.
- This is usually the ticker symbol (for stocks) or other unique abbreviation for the
- commodity. If the commodity is traded on any public exchange, it is important to use the
- same identifier used on that exchange. For national currencies the symbol is the ISO-4217
- currency code.
+ <para><emphasis role="bold">Symbol/abbreviation</emphasis>:
+ Indicates the symbol or abbreviation for the commodity.
+ This is usually the ticker symbol (for stocks) or other
+ unique abbreviation for the commodity. If the commodity is
+ traded on any public exchange, it is important to use the
+ same identifier used on that exchange. For national
+ currencies the symbol is the ISO-4217 currency code.
</para>
</listitem>
-
<listitem>
- <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><emphasis role="bold">Display symbol</emphasis>: This
+ optional field allows the user to specify a symbol to use in
+ the GUI display. It's primarily there to allow users to
+ override the hard-coded symbol for currencies but it might
+ also be useful for displaying a different symbol from the one
+ used to retrieve price quotes.
</para>
+ </listitem>
- <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.
+ <listitem>
+ <para><emphasis role="bold">Namespace</emphasis>: An optional
+ field to allow you to create categories for your
+ securities. You may use any string you like
+ except <emphasis role="bold">Currency</emphasis>
+ and <emphasis role="bold">Template</emphasis>: Those are
+ reserved for &app;'s use.
</para>
</listitem>
<listitem>
- <para><emphasis role="bold">Code:</emphasis> This is any numeric or alphanumeric code that is used to
- identify the commodity. The <acronym>ISIN</acronym> code is an international unique
- identifying numeric string that is associated with every stock, bond or mutual fund, and
- most kinds of traded options, futures and commodities. There are also regional valid codes
- available like <acronym>CUSIP</acronym> in the North America, <acronym>WKN</acronym> in
- DE, … This code is not required.
+ <para><emphasis role="bold">ISIN, CUSIP, or other
+ code</emphasis>: This optional entry may be any informative
+ code for the commodity. If present it is used only for
+ display. An <acronym>ISIN</acronym>
+ or <emphasis role="bold">International Security Identification
+ Number</emphasis> is associated with every stock, bond or
+ mutual fund, and most kinds of traded options, futures and
+ commodities. <acronym>CUSIP</acronym>
+ (<emphasis role="bold">Commitee on Uniform Securies
+ Identification Procedures</emphasis>) is a similar code used
+ in the North America. Other regions have similar codes, for
+ example Germany's <acronym>WKN</acronym>
+ (<emphasis role="bold">Wertpapierkennnummer</emphasis>).
</para>
</listitem>
<listitem>
- <para><emphasis role="bold">Fraction:</emphasis> This is the smallest traded unit of the commodity,
- expressed as a fraction of a single nominal unit. This unit is used by &app; accounts as
- the default fraction for trades in the commodity.
+ <para><emphasis role="bold">Fraction traded</emphasis>: This
+ is the smallest traded unit of the commodity, expressed as a
+ fraction of a single nominal unit. &app; rounds entered and
+ calculated amounts and values to this fraction.
</para>
</listitem>
</itemizedlist>
commit 36503ed93d1c603fa9dc59904eadd01c30ffd81d
Merge: fa250b54 8d5ec631
Author: John Ralls <jralls at ceridwen.us>
Date: Fri Dec 13 12:07:53 2024 -0800
Merge Flywire's Security Assistant revision into stable.
commit 8d5ec631d272d6492324c7cb297287ae5069a4b6
Author: flywire <flywire0 at gmail.com>
Date: Mon Sep 23 13:05:32 2024 +1000
Security Assistant Field Order
Describe fields in same order as form
diff --git a/C/manual/ch_Tools_Assistants.docbook b/C/manual/ch_Tools_Assistants.docbook
index fa8996e6..e291851a 100644
--- a/C/manual/ch_Tools_Assistants.docbook
+++ b/C/manual/ch_Tools_Assistants.docbook
@@ -5457,6 +5457,21 @@
</para>
<itemizedlist>
+ <listitem>
+ <para><emphasis role="bold">Name:</emphasis> The full name of the commodity is a recognizable name such as
+ <emphasis>US Dollars</emphasis> or <emphasis>IBM Common Stock</emphasis>.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para><emphasis role="bold">Symbol:</emphasis> Indicates the symbol or abbreviation for the commodity.
+ This is usually the ticker symbol (for stocks) or other unique abbreviation for the
+ commodity. If the commodity is traded on any public exchange, it is important to use the
+ same identifier used on that exchange. For national currencies the symbol is the ISO-4217
+ currency code.
+ </para>
+ </listitem>
+
<listitem>
<para><emphasis role="bold">Type:</emphasis> Categories for organizing securities. &app; has the following
built in:
@@ -5499,21 +5514,6 @@
</para>
</listitem>
- <listitem>
- <para><emphasis role="bold">Symbol:</emphasis> Indicates the symbol or abbreviation for the commodity.
- This is usually the ticker symbol (for stocks) or other unique abbreviation for the
- commodity. If the commodity is traded on any public exchange, it is important to use the
- same identifier used on that exchange. For national currencies the symbol is the ISO-4217
- currency code.
- </para>
- </listitem>
-
- <listitem>
- <para><emphasis role="bold">Name:</emphasis> The full name of the commodity is a recognizable name such as
- <emphasis>US Dollars</emphasis> or <emphasis>IBM Common Stock</emphasis>.
- </para>
- </listitem>
-
<listitem>
<para><emphasis role="bold">Code:</emphasis> This is any numeric or alphanumeric code that is used to
identify the commodity. The <acronym>ISIN</acronym> code is an international unique
Summary of changes:
C/manual/ch_Tools_Assistants.docbook | 95 ++++++++++++++++--------------------
1 file changed, 42 insertions(+), 53 deletions(-)
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